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About Us

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.

Our Primary Purpose

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.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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