Anew Advisors

Anew Advisors Whether you are part of a leadership team, a local union member, or a volunteer, we’re aware of the challenges faced by first responders.

Our strategies are designed to build, protect, and support you and help turn your Union into a financial powerhouse. Anew Advisors, LLC was founded in 2020, built on the extensive experience of its founders in the financial services industry. We are a financial advisory firm dedicated to serving first responders—police officers, firefighters, and other public safety professionals—by providing spec

ialized retirement planning services across the United States. Our team brings together nearly 60 years of combined experience in the financial industry and more than 60 years of firsthand experience within the first responder community. This unique blend of expertise allows us to deliver tailored retirement solutions that truly understand and support the needs of those who serve.

Happy Father’s Day from Anew AdvisorsToday we celebrate the fathers, grandfathers, stepfathers, father figures, and ment...
06/21/2026

Happy Father’s Day from Anew Advisors

Today we celebrate the fathers, grandfathers, stepfathers, father figures, and mentors who show up, lead with love, and make sacrifices that often go unseen.

For the first responders, public servants, and families we serve, fatherhood often means long shifts, missed holidays, and still finding a way to be present when it matters most.

At Anew Advisors, we believe planning is about people, not just dollars. It is about protecting what matters, creating security, and building a legacy for the next generation.

Happy Father’s Day to all the dads and father figures making a difference every day.

Please join us in welcoming Conner Hoffman to the Anew Advisors team!Conner joins us with a strong mindset, a willingnes...
06/18/2026

Please join us in welcoming Conner Hoffman to the Anew Advisors team!

Conner joins us with a strong mindset, a willingness to jump right in, and a genuine appreciation for the opportunity to learn and contribute. He is eager to gain industry experience, support our daily operations, and continue growing both personally and professionally during his time with us.

We are excited to have Conner’s enthusiasm and work ethic on board and look forward to the impact he will make with the team.

Welcome to Anew, Conner!

We are excited to welcome Nolan Delany to the Anew Advisors team!Nolan recently graduated from Penn State University wit...
06/18/2026

We are excited to welcome Nolan Delany to the Anew Advisors team!

Nolan recently graduated from Penn State University with a degree in marketing and brings a strong background in digital strategy. His experience includes marketing automation, ad platform management, and building seamless digital customer journeys.

With his technical skill set and systems-driven approach, Nolan will help support our digital initiatives, optimize campaigns, and strengthen the way we connect with the communities we serve.

Welcome to the team, Nolan!

We are thrilled to welcome Jackson Colwell to the Anew Advisors team for the summer!Originally from Milwaukee, Wisconsin...
06/18/2026

We are thrilled to welcome Jackson Colwell to the Anew Advisors team for the summer!

Originally from Milwaukee, Wisconsin, Jackson is currently studying finance at Northeastern University. As our newest intern, he will be diving into the technical side of wealth management, investment operations, and client service while gaining hands-on experience alongside our team.

Jackson is grateful for the opportunity to learn, contribute, and build new insights throughout the summer. We are excited to have his analytical mindset and strong work ethic supporting our operations.
Welcome to the team, Jackson!

Please join us in giving a warm welcome to our newest intern, Raquel Resendez!Originally from Florida, Raquel recently e...
06/18/2026

Please join us in giving a warm welcome to our newest intern, Raquel Resendez!

Originally from Florida, Raquel recently earned her bachelor’s degree and brings great energy, curiosity, and a strong community-minded spirit to the Anew Advisors team. She is passionate about building meaningful connections, supporting digital initiatives, and helping our network continue to grow.

Outside of work, Raquel enjoys running, staying active, and pursuing personal growth. We are excited to have her positive attitude and fresh perspective on board!

Welcome to the team, Raquel!

We’re excited to host Kitchen Table Finance: A Live Open Q&A with Jason Patton and the Anew Advisors team.After our plan...
06/16/2026

We’re excited to host Kitchen Table Finance: A Live Open Q&A with Jason Patton and the Anew Advisors team.

After our planning session this morning, one thing became clear: this is going to be an engaging, honest conversation centered on the financial realities first responders face every day.

Joining us will be Jason Patton of Fire Department Chronicles, along with Anew Advisors’ Mike Bongiorno, a former Milwaukee firefighter, Glen Colwell, and Nick Schneider.

Together, we’ll discuss topics including:

• Retirement planning
• Deferred compensation and pension decisions
• Investing and wealth building
• Family financial priorities
• Financial lessons learned throughout a first responder career

Most importantly, this is not a lecture. Attendees will have the opportunity to submit questions before and during the event, helping shape the discussion in real time.

At Anew Advisors, we believe financial education should be practical, relatable, and accessible. That’s exactly what this webinar is designed to deliver.

📅 Wednesday, June 17
⏰ 10:00 AM CT / 11:00 AM ET

Reserve your spot:
https://financeinsights.net/aOLdT41gvcWr11K

We look forward to seeing you there and sharing more exciting educational opportunities for the first responder community throughout 2026.

The 85th Annual PFFW Convention is in the books, and we were honored to be a sponsor and spend time with so many firefig...
06/09/2026

The 85th Annual PFFW Convention is in the books, and we were honored to be a sponsor and spend time with so many firefighters, local leaders, retirees, friends, and families from across Wisconsin.

One of the things we love most about events like this is the opportunity to strengthen relationships. While we may start as financial advisors, many of our client relationships grow into something much more. Over time, clients become friends, and friends become family.

The fire service is built on trust, service, and looking out for one another. Those same values guide everything we do at Anew Advisors. Whether it’s helping someone navigate a career change, prepare for retirement, protect their family, or make important financial decisions, we are committed to standing beside our clients every step of the way.

Just like firefighters rely on their brothers and sisters in the firehouse, we believe our clients deserve trusted professionals who have their backs when it comes to their financial future.

Thank you to the Professional Fire Fighters of Wisconsin for hosting another outstanding convention in Milwaukee, and thank you to everyone who stopped by to visit with us throughout the week. We are grateful for the opportunity to serve those who dedicate their lives to serving others.

Here’s to continuing the conversations, strengthening the relationships, and helping first responders build confident futures for themselves and their families.

This Memorial Day, we pause to remember.While many of us will spend the day with family, enjoying time outdoors, or mark...
05/25/2026

This Memorial Day, we pause to remember.

While many of us will spend the day with family, enjoying time outdoors, or marking the unofficial start of summer, Memorial Day carries a deeper meaning.

It is a day to honor the men and women who gave their lives in service to our country. Their courage and sacrifice made possible the freedoms we are privileged to enjoy, including the simple moments we share with those we love.

At Anew Advisors, we are deeply grateful for those who serve, those who have served, and especially those who never returned home. Their legacy is not forgotten.

To the families who have lost someone in service to our country, we honor your loved one’s sacrifice and hold it in the highest regard.

Wishing you and your family a meaningful Memorial Day.

05/19/2026

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Proud sponsor of the IAFF 5th District Conference in Minnesota. Thankful for the opportunity to share a short presentati...
05/18/2026

Proud sponsor of the IAFF 5th District Conference in Minnesota. Thankful for the opportunity to share a short presentation on why every local or association should consider having a Cash Investment Policy Statement, creating clarity around cash reserves, liquidity, and long-term financial stewardship.

We appreciate the conversations with leaders focused on strengthening their organizations and supporting their members.

Thank you to the IAFF 5th District for having us.

Address

Victoria, BC
V0S, V8N-V8Z, V9A-V9E

Opening Hours

Monday 7am - 6pm
Tuesday 7am - 6pm
Wednesday 7am - 6pm
Thursday 7am - 6pm
Friday 7am - 6pm
Saturday 8am - 5am
Sunday 8am - 5am

Telephone

414) 704-2875

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