We specialize in strategies to maximize your wealth and financial independence.
Ankerstar Wealth started as Afterburner Financial in 2013 by Steven E. Ankerstar. The firm was set up because Mr. Ankerstar saw there was a real need for affordable, professional financial planning advice. Our independence means we remain objective, and we construct financial plans (or financial strategies) tailored to our clients’ needs. Simply put, we recommend strategies not products.
Our Philosophy
We don’t sell products. We provide Financial Advice.
This means our strategic financial plans are only influenced by your needs.
Our clients are the most important stakeholders to us, and are not just a means to an end.
Our Core Values
We have three core values which form the basis for everything we do
Integrity (Fiduciary Responsibility)
Protecting your financial interests from potential conflicts of interest
No custody — An independent custodian holds our clients’ investments and creates an independent, insurmountable barrier between our firm and our clients’ portfolios.
No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.
Transparency
Managing your financial affairs with a transparent approach
No Hidden Fees — We pride ourselves on being upfront and open with our clients, so they know exactly what they are paying in fees and exactly what we are doing with their money.
Open Investment Strategy — We engage with our clients as much or as little as they prefer. We want our clients to know what they are invested in, and be comfortable with the strategy. We hold ourselves to the standard of being able to explain any investment in terms the client can understand.
Efficiency
Serving you with a philosophy of thorough communication, consistency with whom you are working.
Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
Long term, stable team — We pride ourselves in the long term relationship that can only be forged with time spent together and open communication. You deserve more than being shifted from one advisor to another at the whim of the financial institution.
