{"id":104,"date":"2015-04-14T09:53:09","date_gmt":"2015-04-14T13:53:09","guid":{"rendered":"https:\/\/www.alphafa.com\/?page_id=104"},"modified":"2022-02-17T14:54:59","modified_gmt":"2022-02-17T19:54:59","slug":"who-we-work-with","status":"publish","type":"page","link":"https:\/\/www.alphafa.com\/about\/who-we-work-with\/","title":{"rendered":"Who We Work With"},"content":{"rendered":"<div id=\"x-content-band-1\" class=\"x-content-band vc man\" style=\"background-color: transparent; padding-top: 0px; padding-bottom: 0px;\"><div class=\"x-container wpb_row\"><div  class=\"x-column x-sm vc x-2-3\" style=\"\" ><h1 class=\"nomargin\">Who We Work With<\/h1>\n<h3>Is Alpha the RIGHT FIT for you? \u00a0Do you:<\/h3>\n<p><hr  class=\"x-gap\" style=\"margin: 15px 0 0 0;\"><\/p>\n<ul>\n<li>Want to work with a firm dedicated to upholding the highest fiduciary standard, and has a strict <a href=\"https:\/\/www.alphafa.com\/services\/why-fee-only-is-important-integrity\/\">Fee-Only policy?<\/a><\/li>\n<li>Seek financial advice that integrates all aspects of your wealth, including portfolio design, investment management, tax planning, cash flow, retirement planning, risk management and estate planning?<\/li>\n<li>Value responsiveness, personalized service and coordination among your professional advisors?<\/li>\n<li>Believe in a long-term disciplined, diversified approach to investing with the goal of building and preserving wealth over a long-term horizon?<\/li>\n<li>Understand and appreciate an <a title=\"Investment Management\" href=\"https:\/\/www.alphafa.com\/client-focused-services\/investment-management\/\">Investment Management strategy<\/a> that focuses on building wealth in order to reach specific goals as opposed to tactically chasing market movements or tied to a specific benchmark like the S&amp;P 500?<\/li>\n<li>Want to create a\u00a0financial plan that is personalized to your unique circumstances, creates a clear path towards financial freedom, and empowers you to live out your purpose, dreams and passions?<\/li>\n<li>Seek a coach and accountability partner to guide you on your financial journey?<\/li>\n<\/ul>\n<p>Our clients include corporate executives, physicians, lawyers, CPAs, business owners and retirees. \u00a0We have also incorporated special service models that cater to a budding group of <a href=\"https:\/\/www.alphafa.com\/services\/personal-connection\/expatriate-clients\/\" target=\"_blank\" rel=\"noopener\">expatriate clients<\/a> and <a href=\"https:\/\/www.alphafa.com\/services\/personal-connection\/young-professionals\/\" target=\"_blank\" rel=\"noopener\">young professionals<\/a>. \u00a0As our clients\u00a0focus on their careers and busy lives, we focus on handling all of their financial matters. \u00a0Clients\u00a0appreciate the ability to hand over the financial details to someone they trust implicitly so they can spend more time focusing on what they do best.<\/p>\n<hr  class=\"x-gap\" style=\"margin: 1.313em 0 0 0;\"><\/div><div  class=\"x-column x-sm vc x-1-3\" style=\"\" ><div id=\"x-content-band-2\" class=\"x-content-band vc\" style=\"background-color: #006f3c; padding-top: 0px; padding-bottom: 0px; padding: 4%; border-radius: 10px;\"><div class=\"x-container wpb_row\"><div  class=\"x-column x-sm vc center-text x-1-1\" style=\"align: center;\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-1207\" src=\"https:\/\/www.alphafa.com\/wp-content\/uploads\/2015\/04\/Marshall-Point-Lighthouse-300x133.jpg\" alt=\"Marshall-Point-Lighthouse\" width=\"300\" height=\"133\" srcset=\"https:\/\/www.alphafa.com\/wp-content\/uploads\/2015\/04\/Marshall-Point-Lighthouse-300x133.jpg 300w, https:\/\/www.alphafa.com\/wp-content\/uploads\/2015\/04\/Marshall-Point-Lighthouse-1024x455.jpg 1024w, https:\/\/www.alphafa.com\/wp-content\/uploads\/2015\/04\/Marshall-Point-Lighthouse-100x44.jpg 100w, https:\/\/www.alphafa.com\/wp-content\/uploads\/2015\/04\/Marshall-Point-Lighthouse-862x383.jpg 862w, https:\/\/www.alphafa.com\/wp-content\/uploads\/2015\/04\/Marshall-Point-Lighthouse-1200x533.jpg 1200w, https:\/\/www.alphafa.com\/wp-content\/uploads\/2015\/04\/Marshall-Point-Lighthouse.jpg 2000w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<h2 style=\"text-align: center; color: #fff;\">Getting Started<\/h2>\n<p><hr  class=\"x-gap\" style=\"margin: 10px 0 0 0;\"><\/p>\n<h5 class=\"man w-400\" style=\"text-align: center; color: #fff;\">Ready to Learn More About Transitioning to Alpha?<\/h5>\n<p><hr  class=\"x-gap\" style=\"margin: 10px 0 0 0;\"><\/p>\n<p style=\"font-size: 1.1em; text-align: center; color: #fff;\">Contact us for a free consultation or join our mailing list to keep in touch.<\/p>\n<p><hr  class=\"x-gap\" style=\"margin: 5px 0 0 0;\"><\/p>\n<a  class=\"x-btn center-text x-btn-square x-btn-regular x-btn-block\"  href=\"https:\/\/www.alphafa.com\/contact\/join-our-newsletter\"  target=\"_blank\" rel=\"\"   data-options=\"thumbnail: ''\">Sign Up for Our Newsletter<\/a><hr  class=\"x-gap\" style=\"margin: 15px 0 0 0;\"><a  class=\"x-btn center-text x-btn-square x-btn-regular x-btn-block\"  href=\"https:\/\/www.alphafa.com\/contact\/schedule-a-free-consultation\"  target=\"_blank\" rel=\"\"   data-options=\"thumbnail: ''\">Schedule Free Consultation<\/a><\/div><\/div><\/div><\/div><\/div><\/div><div id=\"x-content-band-3\" class=\"x-content-band vc man\" style=\"background-color: transparent; padding-top: 0px; padding-bottom: 0px;\"><div class=\"x-container wpb_row\"><div  class=\"x-column x-sm vc x-1-1\" style=\"\" >\n\t<div class=\"wpb_raw_code wpb_content_element wpb_raw_html\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<iframe loading=\"lazy\" src=\"https:\/\/www.google.com\/maps\/d\/embed?mid=zmvirqzbvlak.kNuMu6a-A3e0\" width=\"100%\" height=\"600\"><\/iframe>\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Who We Work With Is Alpha the RIGHT FIT for you? \u00a0Do you: Want to work with a firm dedicated to upholding the highest fiduciary standard, and has a strict Fee-Only policy? Seek financial advice that integrates all aspects of your wealth, including portfolio design, investment management, tax planning, cash flow, retirement planning, risk management and estate planning? Value responsiveness, ... <div><a href=\"https:\/\/www.alphafa.com\/about\/who-we-work-with\/\" class=\"more-link\">Read More<\/a><\/div>","protected":false},"author":1,"featured_media":581,"parent":46,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-layout-full-width.php","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Who We Work With | Alpha Financial Advisors | Charlotte, NC<\/title>\n<meta name=\"description\" content=\"We work with clients who seek a tailored, diversified, and comprehrensive financial plan for financial freedom, wealth management and more.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.alphafa.com\/about\/who-we-work-with\/\" \/>\n<meta property=\"og:locale\" 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