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Ankerstar Wealth

About Us

Steve Ankerstar flew stealth fighters for the United States Air Force before he managed a single portfolio. He named the firm Afterburner Financial because that is how pilots treat risk — not as an abstraction, but as the thing that gets you home.

What we hold to

Our Core Values

Integrity

Fiduciary Responsibility

We prioritize your financial well-being by protecting your interests from potential conflicts of interest.

No Custody
Your investments are safely held by independent custodians, ensuring a secure and transparent process.
No Proprietary Products
We recommend the best options for you without bias, as we don't push any proprietary products.

Transparency

Nothing hidden

We manage your financial journey with complete openness.

No Hidden Fees
Our pricing is transparent so you always know what you're paying and how your money is being managed.
Open Investment Strategy
Whether you prefer detailed involvement or hands-off investing, we ensure that you're comfortable and informed every step of the way.

Efficiency

Coordinated, and stable

We're committed to seamless communication and consistency.

Coordinating with Other Professionals
We collaborate with your accountant, estate attorney, or tax professional to ensure holistic financial advice.
Long-Term Relationships
Our stable, long-term team ensures that you receive consistent, personalized attention, avoiding the hassle of being passed from one advisor to another.

Our clients

Who We Serve

Whether you’re just starting out or looking to optimize your wealth, Ankerstar Wealth offers guidance at every stage:

  1. FOUNDATION
  2. ASSET BUILDING
  3. WEALTH GENERATION
  4. RETIREMENT PLANNING FOR BOTH NOW & THE FUTURE
  5. RETIREMENT

Young Professionals

Beginning your career, whether fresh from college or with some experience, often involves managing immediate priorities. We’re here to help you enjoy the lifestyle you’ve earned, manage debts, and strategically invest to build a prosperous future.

Business Owners

If you're passionate about entrepreneurship, you know its unique rewards and demands. Our financial planners can help structure your finances to support your business goals, allowing you to focus on what you do best—growing your business.

New Families

With a new family, income may drop while expenses increase. We’re here to support you during this busy time, helping you plan for today while securing the future. Let us be your financial partner, managing your family’s needs now and as they grow.

Raising Older Children

As your children grow, so does your financial landscape. While your income is likely at its peak, so are the costs associated with supporting young adults at home or in college. We’ll help you maximize your earnings, prioritize paying off your mortgage, and strategically invest any additional funds to secure your future while supporting your family.

Preparing for Retirement

Everyone approaches retirement in their own way, but within five to ten years of your target retirement date, it’s time to start maximizing every paycheck. We’ll help refine your financial strategy to make the most of these final working years, setting you up for a smooth transition into retirement with confidence in your financial future.

Living in Retirement

Even after retirement, we’re here as your trusted financial partner. Our wealth management strategies help ensure you continue to enjoy the lifestyle you’ve built, with room for a few indulgences. Retirement often includes estate planning, and consulting with us on your legacy can provide you peace of mind, knowing your hard-earned assets are set to benefit the people you care about most.

We serve clients like you across the United States!

See where we serve
Map of the United States showing where Ankerstar Wealth advisors serve clients

Our philosophy

How We Invest

Our goal is to build diversified portfolios designed to generate strong returns while managing risk and minimizing volatility, tailored to each client’s investment preferences. We focus on achieving consistent performance across multiple market cycles by applying a tested and disciplined investment process.

Our philosophy combines a long-term perspective with a commitment to disciplined investment management. We prioritize a “buy and hold” strategy over pursuing short-term gains, allowing us to maintain a focus on broader goals while staying mindful of the current market environment.

Our Investment Philosophy

Our approach to portfolio construction is rooted in data-driven principles, emphasizing the science behind capital markets:

01

Risk Management

Generating returns requires taking calculated risks. It’s essential to carefully select, manage, and monitor these risks to align with individual goals and tolerance.

02

Broad Diversification

A well-balanced plan with domestic and international stocks, bonds, cash, and alternative assets can reduce exposure to sudden value changes. Diversification allows for growth potential while enhancing the likelihood of holding top performers without the need to “time the market.”

03

Tax Efficiency

Taxes can erode your returns, so we prioritize tax-efficient investing. Techniques like tax-loss harvesting, strategic asset location, and low portfolio turnover help retain more of your gains over time.

04

Cost Control

Minimizing expenses is critical for long-term growth. Research consistently shows that low-fee funds tend to outperform their high-fee counterparts, making cost management a core part of our investment process.

Read our current outlook

Where we came from

Our Heritage

Steve Ankerstar opened the firm in 2013 in Round Rock, Texas. The name he chose was deliberate: an afterburner is what a pilot reaches for when the situation demands more than the normal envelope allows, and using it well is entirely a question of managing risk. For a retired stealth-fighter pilot, that felt like the right frame for managing money.

By 2021 the practice had outgrown the name. Afterburner Financial suggested a niche; the work had broadened well past it. We became Ankerstar Wealth and kept going, through $40 million, then $160 million, and roughly 300 households.

What has not changed is the discipline underneath. We are still fee-only, still a fiduciary, and we still start every relationship by looking at the things that quietly cost people money.

The record

Achievements by the numbers

Assets under management
$160M+Assets under management
Households served
~300Households served
Founded
2013Founded
Maximum advisory fee
0.95%Maximum advisory fee

Twelve years

Milestones In Our Journey

  1. 2013Afterburner Financial is born, helping clients navigate risk management and financial growth. Steve Ankerstar chose the name "Afterburner Financial" to embody the spirit of pilots' use of risk management for survival.
  2. 2015Afterburner crosses the $1M AUM milestone.
  3. 2017Afterburner became cash-flow positive, and Steve and Irene completed an exhaustive review of all of Afterburner's processes to improve efficiency.
  4. 2018Afterburner sees steady operations with over $10M in AUM and rapid client expansion.
  5. 2021The company rebranded to Ankerstar Wealth and surpassed $40M in AUM.
  6. 2022Ankerstar added new advisors and reached $50M AUM.
  7. 2024Moved into the Ankerstar Family Office Building, a state-of-the-art facility. This begins our journey toward a full-service family office offering in-house estate planning, tax services, and financial advice.
  8. 2025Launched the Family Office Lite model to provide a more integrated client experience, bringing estate attorney Micky Barnard and CPA Michael Majefski directly into our planning process. We surpassed $160M in AUM just after Q2 - a milestone that reflects the continued trust our clients place in this holistic approach to wealth management.

Ankerstar Wealth

Upcoming Events

We host most Thursdays at the Endgame Lounge in Leander — no presentation, no pitch, just a reason to be in the same room.

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