ANKERSTAR WEALTH

About Us

At Ankerstar Wealth, we’re here to help you take control of your financial future. With advanced technology and a strategy-driven approach, we manage and grow your portfolio with precision, ensuring your financial success.

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

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

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.

Who We Serve

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

FOUNDATION

ASSET BUILDING

WEALTH GENERATION

RETIREMENT PLANNING

FOR BOTH NOW & THE FUTURE

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!

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:

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.


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.”


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.


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.

Our Heritage

Founded in 2013 by Steve Ankerstar, a retired Air Force officer, we started as Afterburner Financial, a wealth management firm in Round Rock, Texas, focused on the upper-middle class. In 2021, we rebranded to Ankerstar Wealth to expand into a broader professional investment space. Now, we serve clients across the nation, from financial planning in Florida to retirement planning in Arizona, and everywhere in between.

Achievements by the numbers

Since inception, Ankerstar Wealth has grown by 40% every year. With over $60 million in assets under management (AUM), we’ve expanded from just 3 clients to a thriving community of 184.

30-50%

growth every year since ankerstar wealth's inception

$109

million

IN ASSETS UNDER MANAGEMENT

246

VALUED CLIENTS IN OUR COMMUNITY

Milestones In Our Journey

2013

Afterburner 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.

2015

Afterburner crosses the $1M AUM milestone.

2017

2018

2021

2022

2024

Afterburner became cash-flow positive, and Steve and Irene completed an exhaustive review of all of Afterburner's processes to improve efficiency.

Afterburner sees steady operations with over $10M in AUM and rapid client expansion.

The company rebranded to Ankerstar Wealth and surpassed $40M in AUM.

Ankerstar added new advisors and reached $50M AUM.

Moved 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.