Anderson Financial Partners, Inc.

Anderson Financial Partners, Inc. is a trusted investment consulting firm located at 212 Ponte Vedra Park Drive in Ponte Vedra Beach, Florida. Established in 2003, our 100% employee-owned company specializes in providing independent investment consulting services to corporate and nonprofit organizations, high-net-worth families, and family foundations.

Registered with the Securities and Exchange Commission (SEC) and the State of Florida, Anderson Financial Partners is not affiliated with any FINRA member firm or broker-dealer organization, giving us a competitive advantage in the services we offer. Our customized approach to portfolio management includes creating comprehensive investment policy statements and providing ongoing performance measurement.

With a team of synergetic professionals and advanced technological resources, we deliver personalized attention and timely service to our clients. Our primary focus is to adapt our services to the unique needs and objectives of each client, whether they are corporate pension plans, endowments/foundations, or high-net-worth individual accounts.

Led by co-founder John K. Anderson, Jr., our firm values personal service and has a deep understanding of our clients' needs. We limit the number of clients we serve to ensure that our partners are intimately involved in all aspects of service. As a small firm, we prioritize personalized attention and timely service to provide significant value to our clients.

In addition to investment consulting, Anderson Financial Partners offers performance measurement services for clients with over $1.4 billion in total invested assets. Our team is dedicated to developing proactive strategies and maintaining personal relationships with independent managers to achieve our clients' financial goals.

Timothy J. Anderson, Managing Director at Anderson Financial Partners, joined the firm in 2008 and was promoted to Chief Economist in 2014. With a background in law and experience as a Legislative Assistant on Capitol Hill, Mr. Anderson brings a unique perspective to risk management and portfolio theory for our clients.

At Anderson Financial Partners, we are committed to delivering high-quality investment consulting services tailored to meet the individualized needs of each client. Our mission is to provide personalized attention and value through a focus on personal service and a dedication to helping our clients achieve their financial objectives.