Our Team

Our Team

Walt Anderson, AIF®

Accredited Investment Fiduciary®

Walt is an Accredited Investment Fiduciary®, which means he puts his clients' interests first.

Walt understands the psychology of money. A financial consultant with more than 43 years of experience, he knows that success isn’t just about how much money you have; it’s about what you want to do with it.

His practice is built around helping clients define their goals—everything from their dreams to what keeps them awake at night. Then he creates a comprehensive financial plan that helps his clients get the best life possible with the money they have by making wise financial decisions.

Walt addresses every aspect of personal finance, including retirement planning, taxes, insurance, budgeting, educational planning, and estate planning. His investment approach is inspired by the 360° Wealth Management process, which focuses on diversification, risk tolerance, and long-term investing.

Walt helps his clients get correctly organized for what they want to accomplish. He then teaches them rules for investing and introduces his clients to strategies that help them focus on their ROL (Return on Life) rather than obsessing about their ROI (Return on Investment).

Walt has been happily married for 46 years and has two grown children and two grandchildren. He has the most fun while working with clients and enjoys golfing, reading, exercising, and singing in the church choir.