Trusted Investment Consultants in Ponte Vedra Beach, FL
Anderson Financial Partners is 100% employee-owned and traces its origin back to 2003. Our primary focus is providing independent investment consulting services to corporate and nonprofit organizations as well as high-net-worth families and family foundations.
We are fully registered with the Securities and Exchange Commission (SEC) and the State of Florida. However, we are not affiliated with any FINRA member firm and/or broker-dealer organization. We consider our independence from both asset management and investment brokerage communities a significant competitive advantage in the service we provide.
Why Choose Anderson Financial Partners
Customized Portfolio Management Services
Anderson Financial Partners provides a customized approach to portfolio management. From the creation of a comprehensive investment policy statement to ongoing performance measurement, our company operates on a personal level with each client by providing a high level of service and attention through the use of several synergetic professionals working together. In addition, we utilize advanced technological resources to provide information in an easily understandable and custom-tailored format to help our clients meet their individualized needs, regardless of the structure of the organization in question.
Versatile and Driven Investment Consultants
Anderson Financial Partners provides consulting services to a wide variety of clients. All of these clients have particular constraints and objectives that we must address when attempting to meet their needs. Our paramount responsibility as consultants is to adapt our services to these particular needs as well as to develop a proactive approach to working within the client's framework. In other words, Anderson Financial Partners provides each client with personalized attention and timely service. We believe it is this high level of customized service that makes us a valuable asset to our clients.
Reliable Investment Evaluation and Performance Measurement
Anderson Financial Partners specializes in the evaluation and performance measurement of corporate pension plans, endowments/foundations, and high-net-worth individual accounts. Currently, Anderson Financial Partners consults to approximately 35 clients with total invested assets in excess of $1.4 billion.
Investment Consulting Firm With Personalized Services
Anderson Financial Partners is small by design. We have chosen to limit the number of clients we serve so that our partners can be intimately involved in all aspects of service to you. Rather than manage a large “back office,” we have chosen to be personally involved in every aspect of our relationships. This means that the principals of our firm actually do the analysis behind the reports we present.
Partners
John K. Anderson, Jr.
Managing Partner
John K. Anderson, Jr. co-founded Bott-Anderson Partners, the original name of the firm, in 2003. The mission of the firm from then to now has been to provide significant value to a small number of clients through a focus on personal service. His deep knowledge of the unique needs and objectives of each client, coupled with continuing due diligence through personal relationships with the independent managers engaged to managed the various segments of client portfolios, has allowed this mission to be consistently accomplished.
Prior to establishing the firm, from 1996 until 2002, Mr. Anderson was Executive Vice President, Treasurer, and Chief Financial Officer for American Heritage Life Investment Company of Jacksonville, Florida. American Heritage was a NYSE listed group of life insurance companies until late 1999 when it was acquired by Allstate. AHL offers a full-line of life and voluntary health, disability and accident products, marketed primarily at the workplace. Total assets in 2002 exceeded $2.9 billion. Mr. Anderson also carried a chartered life underwriter (CLU) certification during his tenure at AHL.
From 1993 through 1995, Mr. Anderson was the Chief Executive Officer at E.G. Baldwin & Associates, Inc. in Cleveland, Ohio. Baldwin is the dominant regional distributor of medical imaging products and services to hospitals and other medical providers in the six-state region from central Michigan to New Jersey.
From 1990 to 1993 Mr. Anderson was President and Chief Executive Officer at Capitol American Financial Corporation in Cleveland. Capitol American was a life and supplemental health insurance company whose products consist primarily of cancer, accident, and heart insurance. It had 300 home office employees and over 2,000 producing agents in 47 states and two US territories. Mr. Anderson took Capitol American public in 1992 through an initial public offering of stock which traded on the NYSE.
Mr. Anderson served as Executive Vice President and Chief Financial Officer for Baptist Health Systems, Inc. of Jacksonville from 1984 to 1990. Baptist Health Systems at that time was a $400 million healthcare system, which included three not-for-profit hospitals, diversified for-profit health products and services company and an active foundation.
From 1982 to 1984, Mr. Anderson held the position of Senior Vice President and co-manager of all healthcare investment banking activities for the southeastern United States for Underwood, Neuhaus & Company, Inc. of Jacksonville, Florida. From 1976 to 1982 Mr. Anderson served as Senior Vice President/manager of William G. Ceas & Company, a healthcare investment banking firm in Rolling Meadows, Illinois. Prior to that, Mr. Anderson was a certified public accountant and senior auditor and consultant with Ernst & Ernst of Chicago, Illinois.
Mr. Anderson serves in leadership positions in a number of civic organizations. He is immediate past chairman of the board of Baptist Medical Center Beaches and a member of the Board of Baptist Health, the hospital’s parent. He is a past treasurer of the Jacksonville Chamber of Commerce, past member of the board of directors for the American Cancer Society of Jacksonville Beach, past member of the board of directors for the Catholic Foundation of the Diocese of St. Augustine and past treasurer of the board of directors of the MS Society of North Florida.
Mr. Anderson graduated from the University of Notre Dame with a bachelor’s degree in Business Administration/Accounting followed by a Masters Degree (Double Major) in Finance/Industrial Relations from Northwestern University.
Managing Partner
(904) 280-8995
Timothy J. Anderson
Managing Director, Chief Economist
Timothy J. Anderson joined Anderson Financial Partners as Managing Director in the summer of 2008 at the start of the global financial crisis. His passion for the economy coupled with his desire to act as both risk manager and portfolio theorist enables Mr. Anderson to uniquely serve his clients’ best interests. Mr. Anderson has written nearly 600 weekly and quarterly economic commentaries and has been a source for the global financial press. Mr. Anderson was promoted to Chief Economist at Anderson Financial in 2014.
Prior to joining Anderson Financial Partners, Timothy J. Anderson was a practicing attorney specializing in medical malpractice defense and commercial defense litigation. His caseload included both the State and Federal jurisdictions. While no longer actively practicing law, Mr. Anderson continues to find a great deal of satisfaction advocating for his clients on a daily basis.
Prior to law school, from 2000 through 2002, Mr. Anderson served as a Legislative Assistant and Military Legislative Aide on Capitol Hill in Washington, D.C., working with Congressman Ander Crenshaw and later with Congressman John L. Mica. His areas of expertise included Banking, Finance, Tax, Budget, Small Business, Healthcare, Social Security, Regulatory Reform and Economic Development. Furthermore, Mr. Anderson was the co-liaison between the Office of Congressman John L. Mica and the United States Department of Defense, responsible for the military budget authorization and appropriation cycles.
From 1999 through 2000, Mr. Anderson was a Senior Associate within the Business Advisory Services group of PricewaterhouseCoopers. He was selected as one of 65 out of 3,000 to participate in the firm’s only nationally accelerated partner program. While at PricewaterhouseCoopers Mr. Anderson serviced multiple Fortune 500 audit clients including Siemens, Tyco, Allmerica Financial, Citistreet, and State Street Funds. One highlight of his tenure at PwC was working on the acquisition of Siemens’ Components Division by Tyco, a $1.1 billion cash deal.
Mr. Anderson graduated from the Boston College School of Management Honors Program with a degree in accounting and finance and attended a General Course Degree program at the London School of Economics. Mr. Anderson is also a graduate of the University of Florida Levin College of Law and is a member of the Florida bar. Most recently, Mr. Anderson completed an executive course in Investment Strategies and Portfolio Management at the University of Pennsylvania Wharton School of Management, taught by esteemed modern portfolio theorist Jeffrey Jaffey.
Mr. Anderson is actively involved in the community. He has proudly been invited to guest lecture on multiple occasions at the University of Florida College of Law on the topic of advanced financial statement analysis. Mr. Anderson is Treasurer of Pine Castle, a center for adults with developmental and acquired disabilities, and was also recently nominated and confirmed to the Jacksonville Board of Library Trustees. Most recently he was appointed to the Atlantic Beach Police Pension Board. A regular volunteer at his children’s school, Tim attends Mass at St. Paul’s Catholic Church in Jacksonville Beach.
Tim fooled a wonderful lady, Brooke, into marrying him, and they have three young children.
Managing Director
(904) 280-8995