The Anton Financial Experience

The Anton Financial Experience...

...encompasses eight fundamental aspects aiming to help you work towards your financial stability and prosperity. These fundamental aspects epitomize the exceptional approach we deliver to our clients.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

• WISDOM- We have more than 60 years combined experience and have earned significant educational designations within the financial services industry, giving us the knowledge and insight to create custom wealth management strategies aligned with your specific needs.  

• LONGEVITY- Marcia entered the financial services industry in 1998 and has been dedicated to serving clients ever since.  With her team of professionals, she continues to provide exceptional services, while effectively managing your wealth and lifestyle goals.

• SIMPLICITY-  We view ourselves as guardians of your wealth.  We guide you through the vast number of financial options and strategies available to help you pursue your goals and explain complex concepts in easy to understand terms.

• CONFIDENCE-  We give you greater confidence that you can focus on your financial and lifestyle goals.  This means you have true financial confidence and can devote more of your time to simply enjoying life!

• CARE & CONCERN-  With genuine care and concern we proactively guide you and your family along the path toward financial well being and helping you navigate your significant life events.

• STEWARDSHIP-  We embrace Ohana in all we do – it drives our sincere approach to building long-term partnerships for our clients based on trust.  We are honored to assist families spanning many generations. 

• INDEPENDENCE-  We are independent, experienced, and seek to provide meaningful guidance for clients and their families.  This means we choose what is suitable for you, every time.  Every single time.

• COMMITMENT-  We have an unwavering commitment to ensure you receive exceptional service, advice, and strategies as it relates to all aspects of your wealth management.  We are committed to your success.