Alpha Financial Advisors, LLC
Alpha Financial Advisors, LLC
11325 North Community House Rd, Suite 410
Charlotte, NC 28277-0524
Phone: 704-716-1100

Client Advisory Board

In April 2007 Alpha Financial Advisors, LLC officially started its Client Advisory Board.  This group provides insight into how we can better serve our clients. We listen to their concerns about the economy and the investment markets and we get a deeper sense of how we can be better advisors.  We have gained the Board's input on a variety of topics including our portfolio performance reporting, future growth plans, web site development, and preferred client communication methods.  We purposefully select board members who have a broad range of both personal and professional experience to give us a wide range of opinions on how we can best transform our firm into a world-class operation. 

Our board has now expanded to 10 members who serve a two year term and meet bi-annually. They continue to represent a broad array of professional talent and backgrounds. At Alpha Financial, we are in tune with our clients' needs and we take our clients' feedback very seriously.  We are committed to delivering the best client experience possible.  We are grateful to our Client Advisory Board and will continue to listen to what they tell us as it is invaluable feedback for us.  Through them it ensures that we remain attentive to your needs.

 Why Should You Create A Client Advisory Board?


 What Has Your Advisory Board Addressed?


 Being Open To Feedback


 What Is The Value Of Your Advisory Board?

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