A Year of Purpose and Progress: Reflecting on 2025

As we close out 2025, we want to begin with gratitude. At Alaska Wealth Advisors, our work is shaped by the families and individuals who trust us with decisions that matter deeply. Your goals and long-term priorities are the responsibility we carry every day, and they remain the reason behind every investment we make as a firm.

This year marked meaningful growth for Alaska Wealth Advisors. But growth, for us, is never the goal on its own. It is a tool, one that allows us to serve with greater depth, continuity, and care.

 

Growing with Intention

Throughout 2025, we continued the disciplined work of evolving our firm with intention, anticipating future needs while staying grounded in what already works well. That meant investing in our people, our systems, and the infrastructure that supports thoughtful, personal advice. It also allowed us to thoughtfully expand our service offerings this year to better support increasingly complex financial needs.

We improved capacity with technology so our advisors can spend more time doing what matters most: listening, planning, and guiding clients through complex financial decisions. We also continued to invest in professional development and team support, because informed and engaged advisors are essential to delivering steady, high-quality advice.

 

What This Means for You

Every decision we made this year was designed with clients in mind. A resilient firm allows for:

  • Consistent service through changing markets
  • Advisors who are prepared and well supported
  • A structure built to support long-term relationships across generations

In short, our progress is meant to provide confidence that your advisory relationship is backed by a firm designed to endure.

 

Recognition, Shared

We were honored this year to receive local and national recognition, including:

  • Newsweek: Named one of America’s Top Financial Advisory Firms for 2025.
  • Citywire: Recognized as the Fastest Growing RIA in Alaska.
  • Forbes: Named one of America’s Top RIA Firms for the second consecutive year (2024–2025).
  • Best Workplaces Alaska: Honored as one of the best places to work in our home state.
  • Anchorage Chamber of Commerce: Proud winners of the “Gold Pan Award” for Business Excellence.

While we are proud of our team’s work, we view these acknowledgments as reflections of the trust our clients place in us and the responsibility that trust carries.

 

Looking Ahead

As we move into 2026, our focus remains unchanged. We will continue to invest thoughtfully, grow responsibly, and center every decision on the people we serve.

Thank you for the partnership you share with us.

We wish you a peaceful holiday season and a confident start to the New Year.

 

 

Alaska Wealth Advisors is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request. 

Newsweek America’s Top Financial Advisory Firms for 2025: This award was provided by Newsweek using data compiled by Plant-A Insights Group LLC on the short-term and long-term time periods September 2019 to September 2024 and September 2024 vs September 2023. Alaska Wealth Advisors did not pay a fee for placement on Newsweek, but Alaska Wealth Advisors did pay to receive expanded profile features. 

Citywire Faster Grower in Alaska: This recognition was provided by Citywire using data compiled by the same organization. The award was announced in July 2025 based on information compiled by FINTRX. No compensation was provided to the organization.

Forbes America’s Top RIA Firms: This award was provided by Forbes using data compiled by Shook Research LLC based on the time period from 3/31/23 – 3/31/24. Alaska Wealth Advisors did not pay a fee for placement on Forbes Top Advisor rankings and for permission to use in marketing nor to receive expanded profile features.

Best Workplace Alaska: This award was provided by ADN/AJOC: Best Workplaces Alaska Project using data compiled by the same organization. The award was announced in October 2025 based on employee survey submissions. No compensation was provided to the organization.

Gold Pan Award – Business Excellence: This award was given by the Anchorage Chamber of Commerce using data compiled by the same organization. Alaska Wealth Advisors (“AWA”) is a sponsor of the Anchorage Chamber of Commerce and the Gold Pan Awards event; however, AWA was nominated for this award by community members and/or employees of the companies. As such, no compensation was provided for this award. This award evaluated applicants for the 2025 calendar year, and winners were announced on November 21, 2025.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the adviser. 

 

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