Who Is Brett F. Anderson?

Who am I? and how do I address perpetual uncertainty?...

Professionally,

I am an independent CFP® whose counsel is unaffected by quarterly employer earnings reports or sales-based scorecards. I do not sell products; I provide a service. My incentives are to ensure that your holistic, comprehensive financial plan is sustained and funded with a prudent, scientifically validated, and rebalanced investment strategy. I love to talk markets and will gladly be there to provide my perspective as events unfold. While the future cannot be predicted, I build and manage comprehensive financial plans historically and scientifically validated to address the uncertainty of the unknown.

Academically,

I am a financial planning practitioner who believes in using academic validation to help clients fund their goals. I am well-studied independently, at the graduate level, and through top-tier credentials. Academic research underlies this firm’s philosophy; think historically validated equity premiums meet Monte Carlo analysis. Neither would exist without academic research. This stock market is efficient, which is why I believe in indexing as a core strategy, but with an equity factor style tilt. This bridges the ideological gap between active management and indexing a combination that is both academically and historically validated.

Personally,

I am a father of two wonderful boys, thanks to my wonderful wife of 17 years. My family and I are avid college football fans, with our loyalty leaning heavily in favor of the Georgia Bulldogs. I am honest, straightforward, and enjoy humor as life is just too short. This firm was designed to reflect the personal values I hold dear: Truth, Integrity, and Intuition. These values are inherently reflected in every aspect of the firm’s structure and processes.

Summary:
This firm is for those who value a custom-built plan, a strategy forged from decades of academic evidence, and an advisor directly aligned with their success.

I’m happy to explain my process and discuss how others in the industry serve their clients. If we’re aligned, that’s great. If not, I can steer you toward an advisor or firm whose style may better suit you. There’s no one right approach, just the one that fits you.

 

Schedule a free, 30-minute, no-pressure, NO BS, introductory financial planning consultation with Fountainhead Wealth Planning.

Brett F. Anderson, CFP® CIMA® CAIA® M.S. Econ