Sam Erdman, CFP®, CWS® Anchor Wealth Advisors

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About Sam Erdman, CFP®, CWS®, CKA®

Sam Erdman is the Founder and CEO of Anchor Wealth Advisors, LLC. He is a Private Wealth Advisor located in Baltimore, Maryland.

As a CERTIFIED FINANCIAL PLANNER™ certificant and an experienced wealth advisor to individuals, families, and businesses, Sam uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Sam offers financial planning and investment management services tailored to his clients’ needs.

Prior to founding Anchor Wealth Advisors, LLC in 2019, Sam worked for 13 years as a Private Wealth Advisor for a national wealth management firm. He began his career as an accountant for an international audit, tax, and consulting firm. Sam graduated from James Madison University with a BBA in Accounting. He also holds the Certified Kingdom Advisor® and Certified Wealth Strategist® designations.

Sam is committed to serving his community well and holds leadership roles with numerous charitable organizations including Sparrow Ministries, Coracle Baltimore, and the Young Life Chesapeake Regional Board. He also served the Young Life Baltimore City Urban Board and as Co-Chair of the Johns Hopkins Children’s Center Horse Show and Gala.

In addition to helping individuals, churches, and businesses implement biblical stewardship principles, Sam is a popular speaker. He has preached at several churches; led finance workshops for businesses and churches; been a consultant to non-profits, churches, and businesses; and taught in local Christian schools.

Sam and his wife, Leigh, live in Cockeysville, Maryland. They have been actively involved in foster care through which they adopted two of their four children.

 

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Recently Published

An Alternative Path

June 5, 2021

If you’re not lost, why are you stopping to ask for directions? It doesn’t make sense. Those who know where they are and where they are going don’t need to stop for directions.  They don’t need to – but they may want to. One day 

The post An Alternative Path appeared first on Erdmoney.

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Financial Planning Can’t Be This Simple

May 22, 2021

If you’ve ever spent time with my dad, you’ve probably heard him say: back to the basics, or keep it simple.  Whether on the sports field, or doing a school project, these sayings were his way of helping me refocus. They are now a part of 

The post Financial Planning Can’t Be This Simple appeared first on Erdmoney.

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How Biden’s Tax Law Changes Might Impact You

May 15, 2021

This year President Biden proposed The American Jobs Plan and The American Family Plan.  The American Jobs Plan would increase income taxes on corporate profits to help fund the plan’s infrastructure improvement goals – estimated to cost $2.3 trillion. The American Families Plan would increase 

The post How Biden’s Tax Law Changes Might Impact You appeared first on Erdmoney.

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Ideal Clients

  • Christian Faith Based
  • Portfolio Management
  • Wealth Management

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $750+/qtr
  • Flat Fee: $3000+/engagement
  • Assets Under Management: 1.00%

SEC Records

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