What We Do And How We Can Help

What We Do And How We Can Help

July 14, 2020
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Life is complicated, is it not? Add money to the picture and things get downright overwhelming. And while most people resign themselves to the fact that finances are confusing and they just need to muddle through, here’s a secret: Financial strategies that are meant to keep you on track and bring you closer to your goals don’t have to be complicated. 

That’s our mission at Anderson Financial Strategies: to make the complex brilliantly simple so you can stay organized and focused on your dreams and goals. Intrigued? Keep reading!

What We Do

The heartbeat of Anderson Financial Strategies, an independent, fiduciary wealth management firm, is to provide you with a family-office-style financial services experience so you can gain confidence in your future. Our comprehensive, boutique-style approach gives you an all-encompassing, holistic plan for your money. 

Here’s how it works. We combine institutional-level portfolio management along with sophisticated financial planning to give you premium wealth management. Using a personalized process, we help you develop clear vision and direction for your money, determine what’s most important to you, and design a plan that includes retirement planning, tax mitigation strategies, and estate planning. 

We are committed to providing our clients with the best we can offer, using cutting-edge financial strategies, implementing industry best practices, and taking advantage of technology to enhance our high-touch, relationship-based approach. 

Who We Serve

While we serve a wide range of clients from different walks of life, we specialize in working with small business owners, particularly in the government contracting world. We’ve developed a two-pronged approach, providing concierge financial services to our business owner clients while also offering corporate retirement plan design and management.

What Makes Us Unique

Our clients live unique lives and need a specialized touch from a firm that understands the opportunities and challenges they face. We strive to set ourselves apart from the rest by honoring our fiduciary duty above all else. We practice full disclosure, due diligence, and regular communication, all through an honest relationship that prioritizes your needs. In addition, the depth of knowledge and experience of our team, including both CERTIFIED FINANCIAL PLANNER® (CFP®) Chartered Financial Analyst (CFA®) designations, allows us to provide specialized insight on how to structure your finances and give you a family office experience. Our investment philosophy is based on science, and you’ll never be left wondering what’s happening with your money. You can rely on us to always give you the why behind our recommendations and advice. All of this leads to a level of confidence you can’t put a price on. 

Are You Ready For Premium Wealth Management?

In everything we do, our goal at Anderson Financial Strategies is to give you relationship-based, quality financial expertise with rapidly responsive service. We want you to feel excited and confident about your future and we’d love to help make that a reality for you. Contact us today at 855-237-4545 to schedule an executive briefing to discuss your goals.

About Shon

Shon Anderson is president and chief wealth strategist at Anderson Financial Strategies, LLC with over 15 years of experience. As a fiduciary, Shon’s mission is to provide his clients with quality financial expertise along with rapidly responsive service through an honest relationship. He specializes in providing family office-style services to help his clients organize and focus their financial life. Shon graduated from Wright State University with a bachelor’s degree in financial services and an MBA in finance. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and holds the Chartered Financial Analyst (CFA®) designation. His insights have been quoted in leading financial news publications such as CNBC, Yahoo Finance, Fox Business, Consumer Reports, Forbes, Bankrate.com, Investment News, and Kiplinger. Shon serves as an adjunct professor teaching personal finance courses at Wright State University, leads CFP® exam review courses for Keir Educational Resources, and is president of the CFA Society Dayton. Shon and his wife, Jessica, reside in Sugarcreek Township, Ohio, and are blessed with triplet daughters, Elizabeth, Bridgette, and Alexandra, along with their son, Jacob, and dog, Jack. Over the years, Shon has been involved in several volunteer organizations including the Wright State chapter of Delta Tau Delta as an alumni adviser and was a Big Brother in the Big Brothers/Big Sisters program. To learn more about Shon, connect with him on LinkedIn.