Our Firm

 

Anderson Wealth Planning, Inc. is a family owned financial planning firm with offices in Hawaii, Pennsylvania and Kentucky.  The firm is owned and operated by Jerry Anderson and his two sons, John and Jim Anderson. 

In addition, the Andersons are joined by qualified financial advisors and staff across multiple branch locations.

Anderson Wealth Planning is a full service financial planning firm, specializing in retirement planning, investment portfolio analysis and implementation, insurance planning and estate planning.  

We feel that our clients are part of our ohana (family) and strive to make sure they are treated as such.  We understand that we have a tremendous responsibility in managing one's financial affairs and our committment to doing our very best for our client's best interest reflects that.   

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide.