Some one-minute videos introducing you to Michael Dayoub, Wayne Jordan, and our investment approach.
Why we use Schwab and Dimensional
Senior advisor Michael Dayoub explains why we use Schwab as custodian for most of our client accounts, and use Dimensional Fund Advisors (DFA) mutual funds for our clients' investments.
Why Fee Only
Advisor Wayne Jordan explains why Fee-Only is a better option for clients.
Wealth Management with Alpha
Can I afford to work with Alpha Financial?
Michael Dayoub talks about the value of fee only advice.
Couples with differing investment philosophies
Michael Dayoub talks about the key to working with couples who have different investment philosophies.