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.

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.

No. Instead of setting an account minimum, we emphasize the importance of being able to add value to the assets we manage in an efficient manner. This principle has sometimes led us to gladly work with clients whose investable assets are less than our average client household size, which is approximately $1.5M currently. That being said, we have found that incorporating new clients into our investment model becomes increasingly inefficient with assets under $250,000.

Most anyone can call themselves a financial planner, but only those who have fulfilled the CFP Board’s rigorous requirements can call themselves a CFP® professional. These include passing a comprehensive exam, adherence to a stringent code of conduct, maintaining learning through continuing education and upholding the Boards standards of practice.

For more information, here is a link to the CFP Board website.

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.

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.

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.

Yes. We serve clients throughout the country.

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.