Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals. As fee-only registered investment advisors, we make specific investment recommendations based on your individual needs, circumstances and goals, not based upon the commissions that a particular financial product might pay.
Our advisors know how the pieces of the financial puzzle fit together for our clients. As comprehensive financial planners, we examine all areas of your finances ... investments, taxes, insurance, retirement, estate planning ... to build a customized plan for your specific goals.
There are no "one size fits all" templates with Alpha Financial. It's all about you, just you. So our time is yours to do the job right. Alpha Financial is an independent, fee-only Registered Investment Advisor. No commissions. No incentives from mutual fund companies to taint our judgment. No connection to a bank or brokerage firm as a conflict of interest. No sales contests, no product sales, no high pressure sales tactics. We simply put our clients' interests ahead of our own and offer an uncompromising dedication to outstanding customer service aimed at meeting your needs every step of the way.
Our response to you is fast; our relationship is anything but "quick." We are life-long advisors who bring continuity to finances at each life stage for you and your family. Alpha is the first place you can always turn to for comprehensive financial planning.
From our home-base in Charlotte, NC, we serve affluent clients in our community, across the United States and Americans living overseas. Quality is not limited to a certain geography, only by a dedication to service.