Anchor Investment Management

Anchor Investment Management is a financial planner in Columbia, SC. The firm operates as a boutique Registered Investment Adviser, providing wealth management and investment advisory services to individuals, families, trusts, and corporations. As a fee-only fiduciary, the firm is bound by the interests of its clients alone. Services include comprehensive financial planning, investment management, employee retirement plans, insurance analysis, and retirement planning. The team focuses on building effective portfolios and long-term, tax-efficient results to help clients balance personal and financial goals.

Founded in 2000 by W. Patrick Dorn, Jr., the firm was established after a 30-year tenure in the investment industry with Wachovia Bank. In 2002, Margaret Ellen Pender joined as the first hire and currently serves as a firm Principal. The practice has grown through strategic mergers, combining with Ward Financial Advisors, Ltd. in 2013 and Watkins Financial Group, LLC in 2017. This expansion has deepened the firm's personnel, investment research, financial planning, and 401(k) capabilities. Each client benefits from a one-on-one relationship with a professional advisor familiar with their unique situation, supported by a structure that ensures every client has two dedicated financial advisors and a client service associate. The firm also publishes quarterly market commentaries and maintains an impact fund.

The office is located at 3205 Devine St. It sits on Devine Street, about a tenth of a mile from Millwood Avenue and the Midlands Health Center. The site is also within a tenth of a mile of the Paul R. Redfern memorial and approximately a fifth of a mile from Dreher High School and Redfern Field.

Anchor Investment Management stands among the established fiduciary practices in Columbia, serving the community with a model built on long-term relationships and specialized investment management since 2000.

Services:

• Employee Retirement Plans
• Financial Planning
• Insurance Analysis
• Investment Management
• Retirement Planning