Broker Check

Our Firm

Who We Are
A Comprehensive Financial Plan Built with Purpose

Anastasia & Associates was built from a simple belief: people deserve to understand how to leverage their money and feel confident about the choices they’re making. We don’t push products or play to industry jargon. We listen. We ask the thoughtful, personal questions many advisors shy away from. We build deep, authentic relationships to guide you through every chapter of your life. Anastasia brings the sharp eye of a strategist and the steady presence of someone who’s walked the path herself. For those who want a financial relationship with someone who’s as human as she is experienced, you’ll feel at home here.

What Makes Us Different
Achieving Growth Through
 Collaboration

Meet The Team
You Are not Just a Client.


Anastasia Nikolaou CFP®

Anastasia Nikolaou CFP®

Founder & Financial Advisor

Anastasia Nikolaou, CFP®, is a CERTIFIED FINANCIAL PLANNER® professional. As a Financial Advisor to high-net-worth clients at Anastasia & Associates Wealth Management, she's known for warmth, empathy, and detail.

Read more
Justin Lam

Justin Lam

Financial Advisor

Justin is passionate about community engagement and building meaningful relationships. His focus is on helping high-net-worth individuals, families, and businesses protect and grow their wealth through personalized financial planning,...
Read more
Tai Hooks

Tai Hooks

Practice Manager

Experience & Capabilities


With decades of experience and deep industry knowledge, we provide insights that can drive informed financial decisions. Our experience and capabilities are your advantage in navigating complex financial landscapes.

Comprehensive Thinking


Our holistic approach works to ensure that every aspect of your financial plan is considered. We integrate diverse strategies to create a cohesive and comprehensive financial roadmap.

Trust and Reliability


Built on a foundation of integrity, we prioritize trust and reliability in every client relationship. Consider us to be your steadfast resource toward achieving financial security.

Long-Term Vision


Focused on sustainable growth, our long-term vision aligns with your future aspirations. We are committed to guiding you through life's financial journey with foresight and clarity.

Get Started
Any Questions?
We've Got Answers


Start Planning

Our History

Learn more

Case Studies
Client Case Studies

Early Retirement Success

At our firm, we understand that life can be unpredictable, and even the best-laid plans can face unexpected challenges. One of our clients, who was diligently planning his retirement, suddenly found himself facing an unforeseen job loss. This situation understandably brought about feelings of uncertainty and stress.

However, thanks to our proactive financial planning and strategic guidance, he was well- prepared for such an event. We worked with him so he was equipped with a robust financial safety net, allowing him to transition into early retirement seamlessly. Instead of facing anxiety, he was able to embrace this new chapter of life with confidence, knowing his financial future was provided for.

Our commitment is to support clients through life's uncertainties by providing strategies designed to ensure they can enjoy each phase with confidence and peace of mind.

Helping a Physician Reduce Tax Burden and Focus on Patient Care

At our firm, we focus on helping successful small business owners and physicians optimize their finances in their pursuit of building lasting wealth. One of our recent clients, a dedicated doctor running his own thriving practice, faced a significant challenge: despite his success, he was paying over $250,000 annually in taxes, creating unnecessary financial strain.

By implementing a tailored tax strategy and wealth management program, we were able to help him successfully reduce his tax liability by over $100,000. This substantial savings not only eased his financial burden but also allowed him to redirect his energy toward what matters most—providing exceptional care to his patients without the stress of overwhelming taxes.

At the heart of our mission is empowering professionals like him to achieve financial freedom, so they can focus on their passion and purpose.

College Dreams Made Possible

At our firm, we recognize the profound impact of higher education on a family's future, and we are committed to helping our clients with strategies designed to alleviate the financial burdens associated with it. One of our long-term clients, a family with two college-bound children, recently faced the exhilarating yet daunting prospect of prestigious university acceptances. While thrilled by the eldest child's admission to her dream college, they were understandably concerned about the financial implications.

Thanks to our comprehensive financial planning and deep understanding of their priorities, we successfully devised a strategy that ensured the tuition for their eldest would be fully covered. Moreover, we laid a solid foundation for their younger child, so that he will also be able to attend college free of loans when his time comes.

Our proactive approach with this family has allowed them to celebrate their children's academic achievements without the shadow of financial worry, empowering them to focus on the joy and opportunities ahead.

Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor. These client success stories are presented to illustrate the wide variety of scenarios that we are able to address with our clients and are not intended to predict or guarantee any particular outcome or client experience. These case studies do not indicate or suggest broad suitability of any investment/financial advice or the advisability or potential performance of any investment, investment strategy, or financial product or service, nor should they be relied upon as a basis for any financial decision. Each client's situation and outcome is unique and based upon their personal finances, objectives, risk tolerance and individual goals.
AGE-8221455.1 (8/25) (Exp. 8/29)