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Helping build the millionaires of tomorrow — with trusted guidance, smart planning, & real relationships.

Smart money isn’t about timing the market — it’s about trusting the plan.

Our game plan is specific to you.

We’re committed to helping our clients grow wealth with purpose, by providing independent advice, top-tier solutions, and personalized support at every stage of life.

Invest in your future with someone who invests in you.

You don’t need millions to start — you need a plan and a partner. That's where we come in.

Your financial success is our focus, always. At Anchor Point Financial we’re committed to helping our clients grow wealth with purpose, by providing independent advice, top-tier solutions, and personalized support at every stage of life.

Investment Strategies

Invest with confidence. Grow with purpose.

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Retirement Planning

Your Future,

Your Freedom.

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Estate

Planning

Plan Today.

Protect Tomorrow.

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Tax Planning & Preparation

Smarter Strategies.

Greater Savings.

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Corporate &

Small Business

Strengthen, Support &

Grow Your Business.

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Insurance Services

Your financial safety net, simplified.

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College Education Planning

College planning

made simple.

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Advisory Services

Clarity and guidance for every financial stage.

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Stephen Hartmann

Financial Advisor | Prudential Advisor

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Lisa Cusano

Financial Advisor | Prudential Advisor

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Emma Gleason

Financial Advisor | Prudential Advisor

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Honest advice. Friendly faces. Connect with us by appointment virtually or in person, or stop by our office for a coffee or tea — we’d love to meet you!