Plans are nothing; planning is everything!

-Dwight D. Eisenhower

Our goal is to serve as a lifelong, indispensable advisor to you by offering you the impartial advice required to help make you financially successful. Every member of our team is dedicated to enhancing your experience by providing the highest level of personalized service.

We promote total financial wellness and successful investment experiences. We want our clients to live life to the fullest!

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Welcome to Alpha Financial Management

We believe in the value of comprehensive financial planning. We also believe that financial planning is one of the most important services that successful people use to create an extraordinary business career and personal life. We expect to build a trusted advisory relationship with our ideal clients over their lifetime.

As a fee-only planning firm, we are paid only by our clients. We do not accept commissions, referral fees, or compensation from other sources.

The result is unbiased financial planning performed by professionals who are committed to acting as a fiduciary in a client-centered relationship.

Financial planning works best with people:

who are willing to learn and grow,
who are eager to take actions and make choices that are congruent with their values, and
who recognize when there is a gap between where they are now and where they want to be.

News and Events

Conversation Circles - Please join our Spring Session!

Join us for six weekly meetings beginning April 18 and ending on May 23

Wednesday 5:30-7:00PM

Alpha Conference Room

The cost is $50 which includes a copy of the book and study guide. Join us for conversation, tea, coffee and of course...

Chase attends the DFA Applied Communication Conference in Sunny Orlando Florida in February

Chase attended the Dimensional Fund Advisors Applied Communication Conference February 23-24 in Orlando. The conference focused on teaching advisors how to use the right brain and left brain when interacting with clients.