Anderson Financial Partners, INC.

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Investment Consulting Services Trusted Investment Consultants in Ponte Vedra Beach, FL Anderson Financial Partners is 100% employee-owned and traces its origin back to 2003. Our primary focus is providing independent investment consulting services to corporate and nonprofit organizations as well as high-net-worth families and family foundations. We are fully registered with the Securities and Exchange Commission (SEC) and the State of Florida. However, we are not affiliated with any FINRA member firm and/or broker-dealer organization. We consider our independence from both asset management and investment brokerage communities a significant competitive advantage in the service we provide. Why Choose Anderson Financial Partners Customized Portfolio Management Services Anderson Financial Partners provides a customized approach to portfolio management. From the creation of a comprehensive investment policy statement to ongoing performance measurement, our company operates on a personal level with each client by providing a high level of service and attention through the use of several synergetic professionals working together. In addition, we utilize advanced technological resources to provide information in an easily understandable and custom-tailored format to help our clients meet their individualized needs, regardless of the structure of the organization in question. Versatile and Driven Investment Consultants Anderson Financial Partners provides consulting services to a wide

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