Alison Goodrich

Alison M. Goodrich is Vice President and Private Client Advisor at Anchor Capital Advisors LLC in Boston, Massachusetts, where she manages sophisticated wealth advisory relationships for high-net-worth individuals, families, and institutions. Her responsibilities include constructing customized investment portfolios and providing financial planning that integrates public equities, fixed income, and strategic estate planning solutions for the firm’s private clients.

She has developed deep expertise in wealth management, estate planning, and investment strategy during her more than a decade at Anchor Capital Advisors, preceded by roles as Senior Portfolio Administrator/Trader at Palmer Dodge Advisors LLC and Operations & Trading Associate at Anchor/Russell Capital Advisors LLC. Her portfolio oversight spans both public equities and municipal and taxable fixed income markets, with a tailored focus on multi-asset allocation for private clients and their trusts.

Alison holds a B.A. in Business Administration from St. Anselm College, a Financial Planning Certificate from Boston University, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and ACCREDITED ESTATE PLANNER® (AEP®). She is actively engaged in mentoring initiatives for Invest in Girls and the CFP Board, is a member of the Financial Planning Association and Boston Estate Planning Council, and contributes to both professional and community organizations in Boston.