Cole Drum
Anchored Strategic Advisors
About Us
Cole Drum is an independent financial planner serving the Austin Metroplex and clients across the nation as well. I'm the Founder and President of Anchored Strategic Advisors in Round Rock, TX. I offer complimentary financial reviews and partner with you and your family to help you reach your personal and small business goals.
How We Got Started
After a successful 24-year Naval career serving my country, I now have the pleasure of serving the families and small business owners in my local community in the Austin Metroplex.
The products and services we offer
401ks for Small Businesses
Education Savings Planning
Long Term Care/chronic Illness Planning
Estates And Legacy Planning
Tax Efficient Strategies
Exit And Transition Planning
Key Person & Executive Bonus Life Insurance
Fee Based Asset Management
Retirement Planning
Wealth Management Services
Financial Planning
Cash Flow Management
Life Insurance
Annuities
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Recommendations Received (19)
Taylor Harrell
Be Lively Company
Highly Recommended
"Cole is a wealth of knowledge. He has a great way of explaining things without it being..."
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"Cole is a wealth of knowledge. He has a great way of explaining things without it being complicated. I highly recommend him!"
"Cole took a deep dive into all my finances and helped me build a solid plan for retirement,..."
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"Cole took a deep dive into all my finances and helped me build a solid plan for retirement, savings, and getting my kids through college. He made everything feel manageable and gave me real peace of mind. Highly recommend working with him if you're looking to get your financial life in order!"
Products & Services
We can help you plan for a comfortable retirement with steady annuities income. Working with clients in and around Leander. Give us a call for a no...
We offer investment management services nationwide and complimentary financial reviews to partner with you to reach your financial goals.
We offer retirement planning for personal and small business owners. We will partner with your CPA to use tools such as Traditional IRA, Roth IRA, ...
Recommendations Given (9)
Taylor Harrell
Be Lively Company
Highly Recommended
"If you’re looking to elevate your brand visibility and build meaningful connections with your..."
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"If you’re looking to elevate your brand visibility and build meaningful connections with your ideal audience, I highly recommend Taylor. Her strategic approach to marketing, public relations, and sponsorship placement has directly helped me grow my business by creating intentional exposure that drives real relationships — not just impressions, but measurable impact."
Tamara Chhay
Chhay Insurance Solutions, LLC
Highly Recommended
"Tamara is amazing! I have personally worked with her and her team at Chhay Insurance Solutions..."
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"Tamara is amazing! I have personally worked with her and her team at Chhay Insurance Solutions for my businesses health care needs as well as referred business clients. Highly recommended for all of your health insurance needs!"