About Us
Independent, security-first financial guidance for Alaskan families and businesses.
Guiding Alaskans toward lasting financial security
Money Security Guide was founded in Anchorage with a simple belief: financial growth means little without financial security. Our advisors help clients borrow responsibly, invest with care, plan ahead for taxes, guard against fraud and choose insurance that truly protects their families.
Because we are independent, we compare options from a broad network of lenders, insurers and investment providers. Our recommendations are based on what keeps you secure, not on which product pays the highest commission.
- Licensed and experienced financial professionals
- Transparent, written fee agreements
- Serving Anchorage, the Mat-Su Valley and clients nationwide
Client-first advice
Our Mission
To help every client build financial security they can rely on, through honest advice and careful planning.
Our Vision
To be Alaska's most trusted guide for protecting and growing personal and family wealth.
Our Values
Integrity in every recommendation, respect for every client and responsibility for every dollar we touch.
Four commitments we make to every client
- We will always explain fees before you commit
- We will only recommend what suits your goals
- We will protect your personal information
- We will review your plan as your life changes
How we work with you
Free Security Review
We review your accounts, debts, coverage and goals in a relaxed, no-pressure conversation.
Find the Gaps
We identify risks such as thin savings, costly debt, weak coverage or exposed accounts.
Build Your Plan
You receive a clear, written plan that protects what you have and grows what you need.
Review and Adjust
We check in regularly and update your plan as your life and the markets change.
Advice built around keeping your money safe
Protection comes first
Every recommendation is weighed against the risks it could create for your family.
Independent advice
We compare products from many providers instead of selling a single company's products.
Plain-English guidance
We explain your options clearly so you can make confident decisions.
Ongoing support
Regular reviews keep your plan aligned with your goals as life changes.
Trusted by clients across Alaska
“Money Security Guide helped me set up credit freezes and account alerts after a data breach. I finally feel my accounts are protected.”
“Our mortgage in Anchorage was handled carefully from start to finish, with secure paperwork and a rate we could count on.”
“They reorganized our savings so every dollar stays within insured limits and built a portfolio that fits our comfort with risk.”
“Their tax team answered all of my Permanent Fund Dividend questions and prepared our return quickly and accurately.”
“They reviewed our insurance and found better home and life coverage for our family at a fair price. Honest and thorough.”
“Calm, knowledgeable and genuinely protective of our interests. I recommend Money Security Guide to every family I know.”
Is your money as secure as it could be?
Book a free, no-obligation financial security review with a licensed advisor.