Anliker Financial Management is a financial planning and investment management firm located in Glen Allen, Virginia. We are committed to helping our clients improve their long-term financial success. Our services focus on helping clients grow, manage and conserve their wealth through individualized personal service. Integrating financial services and tax expertise gives us unique insight into your financial picture that allows us to provide a comprehensive approach. It's a difference that gives us an insight well beyond that of most financial advisors; an in-depth understanding that puts us in the ideal position to be our clients' financial quarterback. Our financial advisors are Certified Financial Planner™ and Certified Public Accountant professionals, who have been helping clients achieve their goals for over 15 years. We are honored to be our clients’ trusted advisor for their financial needs.
We believe in diversifying an investment portfolio not only across different asset classes, but also across different investment managers and approaches. We construct customized portfolios to fit your specific financial circumstances, whether your goal is wealth accumulation, wealth preservation, income generation or something else.
Because financial markets tend to move in short and long term up and down cycles, we offer a range of investment approaches intended to capitalize on those cycles. Some approaches seek broad market returns, while others employ more active management for greater risk control. By combining approaches, we have the potential to optimize performance across your entire portfolio, consistent with your goals and investment comfort level.