Sam Erdman (CFP®, CKA®, CWS)

Sam Erdman focuses in the
following client markets or areas of practice:

Charitable Giving

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

Sam Erdman is the Founder and CEO of Anchor Wealth Advisors, LLC. He is a Private Wealth Advisor located in Baltimore, Maryland.

As a CERTIFIED FINANCIAL PLANNER® certificant and an experienced wealth advisor to individuals, families, and businesses, Sam uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Sam offers financial planning and investment management services tailored to his clients’ needs.

Prior to founding Anchor Wealth Advisors in 2019, Sam worked for 13 years as a Private Wealth Advisor for a national trust company. He began his career as an accountant for an international audit, tax, and consulting firm. Sam graduated from James Madison University with a BBA in Accounting. He also holds the Certified Kingdom Advisor® and Certified Wealth Strategist® designations.

Sam is committed to serving his community well and holds leadership roles with numerous charitable organizations including Sparrow Ministries, Coracle Baltimore, and the Young Life Chesapeake Regional Board. He also served the Young Life Baltimore City Urban Board and as Co-Chair of the Johns Hopkins Children’s Center Horse Show and Gala.

In addition to helping individuals, churches, and businesses implement stewardship principles, Sam is a popular speaker. He has preached at several churches; led finance workshops for businesses and churches; been a consultant to non-profits, churches, and businesses; and taught in local Christian schools.

Sam and his wife, Leigh, live in Cockeysville, Maryland. They have been actively involved in foster care through which they adopted two of their four children.