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Wayne J

CFP®, Series 66

Savannah, GA

Alpha Financial Management, Inc.

Wayne Jordan is a CFP® with 10 years of industry experience, currently serving as an advisor at Alpha Financial Management, Inc. in Savannah, GA. He previously worked at Edward Jones before joining Alpha Financial Management in 2016. Alpha Financial Management provides wealth management and comprehensive financial planning services to individuals, trusts, charitable organizations, and small businesses. The firm operates as a fee-only advisor, using a strategic, core-and-satellite asset allocation approach focused on passively managed index and institutional Dimensional Fund Advisors funds, and offers a planning-only option that serves military families through a specific referral program.

Equity compensation tax strategy Roth conversion strategy General retirement planning General tax planning Charitable giving tax strategies Military & Veterans
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Mary J

CFP®, Series 66

Savannah, GA

Alpha Financial Management, Inc.

Mary Jordan is a CFP® with 10 years of industry experience. She is affiliated with Alpha Financial Management, Inc. and has worked at Edward Jones since 2015. Alpha Financial Management provides wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a markets-efficient investment philosophy using passively managed index funds and institutional Dimensional Fund Advisors (DFA) funds, and offers a planning-only option serving military families through the ComPsych employee assistance program.

Equity compensation tax strategy Roth conversion strategy General retirement planning General tax planning Charitable giving tax strategies Military & Veterans
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Gordon R

Series 65

Savannah, GA

Alpha Financial Management, Inc.

Gordon Russ is a financial advisor at Alpha Financial Management, Inc. in Savannah, GA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Colonial Group Inc and Gulfstream, as well as military service in the U.S. Army from 2016 to 2021. Alpha Financial Management provides wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a markets-efficient investment approach using passively managed index funds and institutional Dimensional Fund Advisors funds, operates as a fee-only advisor, and offers both comprehensive financial planning and a planning-only engagement option.

Equity compensation tax strategy Roth conversion strategy General retirement planning General tax planning Charitable giving tax strategies Military & Veterans
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Michael D

CFP®, Series 65

Savannah, GA

Alpha Financial Management, Inc.

Michael Dayoub is a CFP® with 18 years of industry experience, currently serving at Alpha Financial Management, Inc. since 2014. Prior to that, he worked at Union Hill Financial Planning from 2008 to 2014. He is also CEO of Maintaining Exact Products Inc., a company focused on licensing technology unrelated to investment services. Alpha Financial Management provides wealth and investment management as well as financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, small businesses, and military families referred through ComPsych. The firm operates as a fee-only advisor using a strategic, core-and-satellite asset allocation with passively managed index and institutional funds.

Equity compensation tax strategy Roth conversion strategy General retirement planning General tax planning Charitable giving tax strategies Military & Veterans
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