Anchor Financial Advisors

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About Us

Anchor Financial Advisors

At Anchor Financial Advisors, LLC, we specialize in designing and customizing targeted plans for those seeking a better lifestyle. We work closely with clients in order to maximize their income and ensure their money works as hard and smart as they did to provide the highest potential return. Our passion is developing unique strategies for individuals and couples at all economic levels in order to help them attain their financial goals and most importantly establish a financial peace of mind. In addition, we are also affiliated with Brookstone Capital Management which manages approximately $7 Billion in assets. Brookstone Capital Management’s vast money management experience allows us the access to a large array of investment options and vehicles, to create robust model portfolios that span varying levels of risk. Brookstone has a disciplined investment strategy rooted in tactical with a blend of strategic asset allocation that emphasizes risk-managed portfolios designed to meet the specific needs and risk tolerance of each individual. These powerful resources and alliances allow Anchor Financial to provide comprehensive financial planning including asset allocation, retirement planning, college funding and portfolio management, offering a one-source solution for the management, growth, and preservation of our clients’ wealth.

Brian Swerdlow | Founder & CEO

Brian Swerdlow is the Founder and CEO of Anchor Financial Advisors, LLC. He specializes in designing and customizing targeted plans for those seeking a better lifestyle. Brian works closely with his clients in order to maximize their income to ensure their money works as hard and smart as they did to provide the highest potential return. Brian’s passion is developing unique strategies for individuals and couples at all economic levels in order to help them attain their financial goals and most importantly establish financial peace of mind. Through a very hands-on experience Brian helps our clients achieve objectives such as maximum yields with minimum risk, safety of assets, protection of life savings and reduction of taxes. Brian also believes that something as important as your financial plan deserves personal attention and goes above and beyond with each case. In addition, Brian holds a series 65 securities license and is a fiduciary advisor for investment advisor clients. He has the highest legal and ethical duty to always act in the very best financial interest of the client even if it means reduced or no compensation.

Brian first entered the financial industry over 30 years ago as an options trader, trading foreign currencies at the Chicago Mercantile Exchange. He then spent time as a Financial Consultant for Merrill Lynch in Chicago before branching out on his own so that he can utilize his expertise to provide more personalized and individually customized services to his clients. Since then he has been able to help hundreds of families and individuals achieve their financial and retirement goals.

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Nataliy Spivak | Director of Client Relations & Marketing

Nataliy Spivak is the lead manager responsible for supporting marketing, business development and client relations activities. Nataliy is extremely passionate about building and maintaining relationships with clients and key personnel. Her previous sales and marketing experience combined with strong interpersonal skills allow the ability to build strong rapport with customers in order to meet their needs and address all projects in the most efficient manner. Nataliy develops numerous marketing initiatives that help maintain relations with customers including assisting in organizing community outreach programs that promote continuing education. Nataliy received her Bachelor of Commerce Degree from DePaul University with a major in Marketing & Advertising , where she graduated Summa Cum Laude. Prior to joining Anchor Financial Nataliy was VP, Sales & Marketing at a hospitality marketing research firm where she oversaw all facets of operations and spearheaded numerous sales and marketing initiatives that resulted in high customer acquisition and loyalty.

Investment Advisory Team

Dean Zayed | President & CEO
Brookstone Capital Management LLC

Mark DiOrio | Chief Investment Officer
Brookstone Capital Management

Estate Planning Team

Mark D. Perkins | Principal Attorney
Perkins & Zayed

Jennifer N. Essed | Associate Attorney
Perkins & Zayed

Our Services
What We Do For Clients

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk. A 50% loss of your retirement account means you have to double your money just to be whole again. What if you experience additional losses in the process of trying to get back to even or are drawing income from this account? The impact could be devastating.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Investment Advisory

At Anchor Financial we are committed to delivering long-term results through active portfolio management for every phase of your life. Our investment decisions are supported by a very strong research platform that conducts in-depth analysis of securities allowing us to provide effective and diversified solutions on clients overall portfolio. Most importantly, we get to know our clients so that we can create customized individual plans with investment solutions that always move them forward. Our expertise combined with our strong strategic partnerships allow us to grow our clients’ money so that they have the best chance of achieving the life they want.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

College Planning

Next to buying a home, a child’s college tuition is probably the largest single expense a family will incur. At Anchor Financial Advisors we take the role of an objective third party in helping you in the college planning process for your children and grandchildren. Just like other investment advice we provide, we want to make sure our clients get the best return on their investment when it comes to paying for college. We provide unique strategies and insights in trying to bring down the sticker price for schools of your choice. We locate numerous scholarship sources as well as assist with deciphering school’s financial aid award packages and work with you throughout the full four year process including helping you with important forms such as FAFSA. In addition, we enforce methods to minimize your expected family contribution and assist in qualifying for the maximum amount of aid permitted by law. With rising college costs consistently outpacing inflation, we want to make sure we’re continuously guiding and helping families with the process making obtaining a good education less stressful and affordable.

Qualified Plan Rollovers

Changing jobs and retiring are two transition times in our lives that can be stressful. Fortunately, we work with people every day who are in the same situation and looking to take control of an employer-sponsored plan or just need help transferring the money to another employer plan. We make a seemingly daunting task easy and are happy to help you with your qualified plan questions and needs.

Here are four things you can do with the money in your employer sponsored retirement plan:
-Leave the money where it is
-Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
-Transfer the money to another employer-sponsored plan (if the plan allows)
-Roll the money over to a self-directed IRA

Let us help you determine if a rollover is the right move for you!

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Strategic Advisory

Powerful resources and exceptional relationships are the core of Anchor Financial Advisors. Passing those relationships and resources through to enhance the overall situation of our clients is an integral part of our firm. Our strategic advisory creates added value beyond just our core business. We facilitate the planning process for our clients by bringing important pieces together and match our clients with additional partners when necessary. We focus on building strong relationships to help the planning process flow smoothly from end to end.

Federal Employee TSP Advisory

Anchor Financial Advisors specializes in helping federal employees optimize their Thrift Savings Plan (TSP). We have developed a deep understanding of the unique needs and challenges facing federal workers when it comes to retirement planning.
We are passionate about empowering our clients to make informed decisions about their TSP accounts, ensuring they maximize their retirement savings potential. We provide personalized guidance tailored to each client's individual financial goals, risk tolerance, and stage in their career.
Our expertise extends beyond traditional financial planning. We stay abreast of the latest changes in federal regulations and TSP investment options, allowing us to offer up-to-date advice that aligns with our clients' best interests.
We are dedicated to helping our clients navigate the complexities of the TSP program with confidence and peace of mind.

how can we help you?

Check out Brian's articles on Safe Money Trends!

Retirement planning is a multifaceted endeavor, often riddled with misconceptions and myths. Understanding these myths and implementing effective strategies to overcome their effects can profoundly impact your financial security during retirement. Let’s examine a few retirement realities and see what actionable steps you can take to bolster your retirement savings.

Should you have an income rider on your annuity?

Annuities are financial tools designed to provide steady income during retirement, but not all annuities are created equal. One key feature that sets some apart from others is the availability of income riders..

Brian's Profile on SafeMoneyTrends.com

Educational Events

We regularly host informative and educational workshops
throughout our community about retirement and income solutions.
We invite you to learn more at an upcoming event.

call our office to register