wiseradvisor

Shon Anderson
Anderson Financial Strategies

Tel: (937) 610-9388
2500 Stratacache Tower
Dayton, OH 45423

TRUSTED. INDEPENDENT. CREDENTIALED.

Anderson Financial Strategies | Financial Advisor in Dayton ,OH

About Anderson Financial Strategies

Anderson Financial Strategies, LLC is an independently owned financial planning and investment management firm located in Dayton, Ohio. Our mission is to provide both individual and business clients with boutique level attention along with the most advanced financial strategies to help them achieve their goals.

We embrace serving as a fiduciary to our clients by placing their needs first. Our focus is on providing unbiased, objective advice that is customized to fit the unique needs of our clients.

As a client, you will be plugged into an "ecosystem" of financial advice that is designed to give you confidence about your financial decisions.


General Information

Firm Start Year:   2012
No.of Employees:   2-4
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   AZ, FL, IN, OH, SC, VA
Number of Years with Current Firm:   8
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses


Services

Investment Types:   Mutual Funds, Stocks, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office, Via phone, At my office, At your home, Video Conference, Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Disability
Financial Organization Memberships:   Dayton CFA Society


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:   0.55-1.25%


Board Positions

Organization:  CFA Society Dayton  Dayton, OH
Position :  President
Duration :  7/1/2016-Currently holding


Education

Bachelors of Science in Business - Financial Services  Wright State University - Dayton, OH
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Masters of Business Administration - Finance  Wright State University - Dayton, OH
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Shon Anderson

Shon Anderson

CFA®, CFP®

Shon began his financial career in 2003. He is a two time graduate of Wright State University earning both a Bachelors degree in financial services as well as an M.B.A. in finance. Shon has also earned the distinguished designations of CERTIFIED FINANCIAL PLANNER" and Chartered Financial Analyst. Shon is the current President of the CFA Board of Dayton. Shon is also involved with the Wright State chapter of Delta Tau Delta as an alumni advisor. In the past, Shon has volunteered his time with the Dayton chapter of SCORE, Counselor's to America's Small Business and St. Vincent DePaul gateway shelter.

On a personal note, both Shon and his wife Jess grew up in the lake community of Shawnee Hills near the small town of Jamestown, Ohio. Presently, they reside in Beavercreek, Ohio with their three daughters and son.

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My Services

Portfolio Management

We work closely with you to determine your investment time horizon and personal tolerance for risk, and we use that to determine which of our model portfolios best suits your needs and goals. We use a scientific, evidence-based approach to designing our portfolios and asset allocation, with the ultimate goal of targeting returns with the least amount of volatility.


Retirement Planning

We have a retirement planning process that helps you determine your goals and desires for your retirement, and then we use all the data to help you decide the right time financially to retire, how to handle the biggest risks in retirement (Healthcare, Long-term care, outliving your money), and how to invest your money to provide a lifetime income.


Insurance Planning

We can help you take care of loved ones by bringing all substantial financial risks you currently bear and recommending appropriate solutions. Depending on the risk, that may be an insurance policy or possibly another strategy.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Bellbrook Cedarville
Clifton Dayton
Fairborn Franklin
Germantown Miamisburg
Middletown New Carlisle
New Lebanon Spring Valley
Springboro Springfield
Tipp City Troy
Vandalia Waynesville
West Milton Wilberforce
Xenia Yellow Springs

Social Networks

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