A 360 Degree Solution for Certified Public Accountants & Financial Planners

When certified public accountants (CPAs), financial planners, and investment advisors collaborate, their clients win. That is the mindset behind the Silver Anchor Alliance Program.

We know that there is strength in numbers. We also know that, in business, it’s best to be a specialist, not a generalist. As a fiduciary, we created this pioneering partnership initiative to help CPAs and planners extend their client care by providing unbiased, customizable investment strategies and Qualified Retirement Plan Solutions.

Through this innovative approach to client care, we ensure that strategic partners retain ownership and control of their client relationships while benefiting from Silver Anchor’s extensive expertise and resources. 

Silver Anchor Alliance Program

Financial Planner

Collaboration between an investment advisor, a third-party financial planner, and a CPA can result in a more comprehensive, personalized, and effective financial planning experience for clients.

Investment Advisor

Collaboration between an investment advisor, a third-party financial planner, and a CPA can result in a more comprehensive, personalized, and effective financial planning experience for clients.

CPA

Collaboration between an investment advisor, a third-party financial planner, and a CPA can result in a more comprehensive, personalized, and effective financial planning experience for clients.

OUR BELIEF

“When Financial Experts Collaborate, The Client Wins”

- John Lowrey, Founder

Collaboration With Like-Minded Professionals Will Benefit Clients And Service Providers Alike:

Client-Focused

Each professional brings their expertise to the table.  Together, we create a comprehensive financial plan that covers all aspects of a client’s financial life.

Scalable

Silver Anchor Alliance partners can scale their businesses more efficiently and deliver greater value to their clients.

 

 

Growth-Oriented

Clients and Alliance Partners benefit from accessing a broader network of professionals and resources, which fosters growth.