Built independent, on purpose.
Anchored Wealth Advisors began with a decision most advisors never get to make. In May 2026 Joe McKinley launched Anchored Wealth as an independent firm.
What made the launch mean something was who came along. Clients and colleagues chose to trust their futures to a brand-new firm because of the relationships behind it. That trust is the foundation everything here is built on, and we do not take it lightly.
Independence is the reason the firm exists. We operate under Arete Wealth, which gives us institutional resources, due diligence, and compliance oversight, while every recommendation stays ours, made for one reason: it fits your plan. Good ideas rise fast here, and our clients feel the difference quickly.
The harder right thing.
If you come in for a second opinion and the advice you are getting elsewhere is good, we will be the first to tell you. We are not here to unwind good relationships. That honesty costs us business now and then. It is also why the people who work with us stay.
Check the background of this firm and its investment professionals on FINRA's BrokerCheck.
Six people. One team around your plan.
Joe McKinley
Managing Partner, Wealth Advisor
Joe leads the firm's strategy and sits across the table at nearly every first conversation. Honest, direct, and readily available, he brings unique, actionable ideas and explains them in plain English.
Kevin Gordon
Chief Operating Officer, Wealth Advisor
Kevin runs the operations that make the firm dependable, with a finance background built at Shell and an economics degree from Vanderbilt. Organized, hard-working, and grounded in old-fashioned ethics: he is the reason things happen when we say they will.
Daniel Southworth
Director of Client Operations, Wealth Advisor
Dan brings roughly eighteen years in the industry and a working knowledge of how to get things done that only comes from doing them. When paperwork, transfers, or logistics need to move, Dan knows exactly where to go and moves them.
Ben Weber
Wealth Advisor
Ben came to the industry from a military background and brings more worldly experience than most people gather in a lifetime. He can walk into any room, relate to anyone in it, and add something useful to the conversation.
JoJo Paguio
Client Services Manager
JoJo runs scheduling, communications, and the client experience. Everyone who meets her loves her, and the reason is simple: she asks about you before she says a word about herself, because she genuinely wants to know how you are doing.
Karey Evans
Marketing
Karey runs the firm's marketing, from this website to the newsletter in your inbox. Focused, fun, and the life of any room she is in, she makes sure the way we communicate matches the way we work.
Meet the person, not the pitch.
The first conversation is complimentary, and most of it is us listening. Talk with the team behind the plan.