Alchemy Wealth Management

Alchemy Wealth Management is a state-registered independent advisory firm that serves individuals, high‑net‑worth clients, corporations, business owners and charitable organizations. The firm offers discretionary portfolio management and financial planning services — including project‑based engagements and one‑time written plans — and reports approximately $62.2 million in assets under management across its client base, with fees generally assessed as a percentage of assets.

The firm’s investment approach is grounded in Modern Portfolio Theory and often uses passive, asset‑class vehicles such as index mutual funds and ETFs to build diversified portfolios aligned to client risk profiles. Clients receive tailored allocation targets and ongoing account supervision, with the adviser exercising trading discretion while also offering hourly or fixed‑fee planning deliverables as appropriate.

What is distinctive for this firm is its provision of employee benefit plan services to employer plan sponsors — advising on plan structure, investment lineups and participant education — a service that is relatively uncommon among independent peers. The firm also operates with a small team rather than as a solo practitioner and discloses that it receives compensation directly from clients and does not accept third‑party sales compensation, which informs its stated conflict‑of‑interest framework.