Paul Anthes (CFP®, CKA®)

Paul Anthes focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

You’ve invested many years in your profession and built a life making wise decisions. As you prepare for your financial future, selecting the right partner to manage your investments may be one of the most important decisions you’ll ever make.

 

With a strong desire to build a team-based approach to offering objective financial wisdom, Paul Anthes founded Financial Advisory Corporation in 1988, to help you clarify and pursue your preferred financial future.

 

Through FAC’s unique service model, Paul and his team have helped hundreds of West Michigan families with a wide variety of needs clarify their investment plan and retire with confidence.

Additional Information

Paul and his wife, both lifelong residents of West Michigan, have been married over 39 years and have two children. Paul enjoys staying active throughout all four seasons and particularly enjoys golf throughout the summer months as well as platform tennis and skiing during the winter.

NAPFA Start Date

August 05, 2020

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

4251 Cascade Rd SE Grand Rapids, MI 49546-8320 Phone: (616) 235-5260