Profit From an Independent Perspective–A Fiduciary Responsibility
We are employed by YOU—the client. We are not paid by any broker, wire house, or investment management company. Our commitment is to offer objective, unbiased, and timely financial advice with the highest level of integrity and service.
As a Registered Investment Advisory firm, Anthony Capital, LLC offers clients an objective approach to solving their investment and financial planning needs.
Every client’s financial situation is different, and we customize financial plan designs to meet the individual investment, asset, tax, retirement income, and insurance needs of our clients.
DAVID ANTHONY, CFP®, RMA®
President & Portfolio Manager
David Anthony has been in the financial industry for over 20 years, working at several of Wall Street's largest firms before founding Anthony Capital. He started Anthony Capital—a Registered Investment Advisory firm—to provide unique and integrated wealth management solutions for his clients. Through the years, David has helped thousands of individuals create successful financial and retirement plans. (full bio)
Meet Dave (phone or in-person): Schedule Introductory Meeting
Wendy handles all of the behind the scenes work. She coordinates the opening of new client accounts at Interactive Brokers, the scheduling of appointments, and the planning of the many educational seminars and workshops that Anthony Capital, LLC teaches.
Wendy graduated with a Bachelor of Science degree from University of Colorado and is an accomplished artist and designer of custom pottery.
The integration of taxes, investments, Social Security, insurance, pensions, qualified and non-qualified plans, and retirement income needs is busy and complex. Through our interview and data collection process, we can help you determine your short and long term financial objectives, risk tolerance, tax status, current investment holdings, and asset allocation in order to prepare a financial plan that is unique and specific to your individual situation.