Ancora Family Wealth Advisors Overview

General Information

Ancora Family Wealth Advisors is a multi-family office headquartered in Cleveland, United States. Founded in 2003, the firm offers comprehensive wealth planning, proprietary investment strategies and retirement plan advisory services to affluent families and institutions through its broader Ancora Holdings platform. With roots as an independent, employee-owned registered investment adviser, it leverages in-house portfolio management and a Midwest presence to serve multigenerational client needs—provides integrated wealth planning, investment management and retirement solutions.