Frequently Asked Questions
Do I have to pay for the first meeting?
No. The purpose of that first meeting is to get to know each other well enough to determine whether a long-term relationship is mutually beneficial.
Who is your typical client?
Our clients include both individuals and couples from all walks of life. The one thing they all have in common is that they have determined they don’t want to navigate their financial world alone. They would prefer to have experienced professionals work with them to construct and execute a plan.
What is the Certified Financial Planner (CFP) designation?
How do you get paid?
Alpha Advisors is a fee-only financial life planning firm which means that our compensation comes directly from the clients we serve for the advice and management we provide. We do not receive commissions or receive any compensation for transactions in client accounts, nor do we sell products.
I'd like to learn more; what is the next step?
Schedule an Exploration meeting by calling us or clicking on the Contact Us section of our homepage. This is the first step in our process with potential new clients, and there is no cost or commitment required. We look forward to meeting you.
Why should I hire Alpha Advisors?
We have both the experience and technical expertise to guide you through your financial life. While those qualities are crucial in selecting an advisor, the fact that we view this work as our calling is the best reason you should hire us.
Do you work with people outside of Virginia?
Yes. We serve clients throughout the country.
Do I have to come to your office?
While we value face-to-face time with our clients, we understand there are circumstances that make that inconvenient or even impossible. In the same way we know that each of our client’s financial world is unique to him or her, we are willing to meet in the way that each client desires.