About Us

Anchoring Capital: What You
Need in a Financial Partner.

More Than Financial Advice

Helping you carefully manage all aspects of your financial life.

As you move closer to retirement, you need more than financial advice. You need a financial partner who understands your unique situation, your concerns, your goals, and your hopes for the future.

You need a carefully crafted plan that clearly defines the steps you need to take before retirement, and how you will fund your lifestyle after you stop working. You need personalized tax, Social Security, pension, and insurance strategies. You need someone who can manage your big financial picture, while also coordinating the smallest details.

This is what we provide at Anchoring Capital — a by-your-side, on-demand financial partner who is dedicated to your financial well-being and can give you confidence about the future.

A Personal Connection

Anchoring Capital isn’t just about building a plan; it’s about building a partnership rooted in respect and personal connection. We want to be who you call with questions or concerns about anything in your life that involves a dollar sign. We want to be a trusted financial life partner that helps you move forward with clarity, confidence, and purpose.

Disciplined and Trustworthy

Anchoring Capital reflects the discipline, courage, and integrity cultivated from military service —qualities we believe resonate with those seeking steadfast guidance. We believe in earning your trust from the first time we meet, and maintaining that trust without exception. We also believe in leveraging our extensive experience to guide you to make smart decisions and choices today and well into the future.

Stable and Reliable

Again, constant, unpredictable change is impacting all of us, every single day. And that can certainly be unnerving, especially when retirement is just around the corner. At Anchoring Capital, our ultimate mission is to give you the plan, the reliable partnership, and the tools to help you weather any storm, handle any change, and still move toward your destination.

Innovative and Forward-Thinking

We don’t rely on the same-old, same-old when it comes to planning for your future. Now more than ever, so many aspects of our lives are changing at warp speed, and that certainly includes our financial lives. We balance traditional and modern approaches to find strategies that are both time-tested and adaptable.

Dave Fennell, CRPC®

Founder, Wealth Advisor

(360) 603-5610

dave@anchoringcapital.com

Dave's professional journey is a reflection of his resilience and adaptability. After serving four years in the Navy as an electronic warfare specialist, his entry into financial services happened serendipitously, sparked by his...

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