A complete list of active advisors currently associated with Alda Advisors, Inc.

Warmer can help you find a great advisor at Alda Advisors, Inc. or one who fits your needs even better.

ALDA Advisors, Inc. is a state-registered advisory firm with two advisors serving roughly 40 clients that include individuals, companies, trusts and pension plans. It provides general financial consulting and planning services focused on managing financial resources, defining business and financial risk, and helping clients pursue stated objectives. The firm does not accept discretionary authority or custody of client assets and delivers advice and periodic portfolio reviews rather than ongoing portfolio management. Its recommendations rely on classic asset-allocation principles (including Modern Portfolio Theory) and generally point clients to widely held mutual funds, ETFs, CDs or, when appropriate, a manager-of-managers option available through an affiliated broker-dealer relationship. Alda is notable for its broker-dealer and insurance affiliations: its advisors are registered representatives of a broker-dealer and are licensed to sell insurance and annuities, and the brochure discloses the potential for commission-based recommendations and related conflicts of interest. The firm also emphasizes multiple non-prescriptive fee arrangements (hourly, retainer, project and, where used, asset-based arrangements), transparency about compensation, and work with retirement plans and business clients rather than providing discretionary retail portfolio management.

To learn more about the advisors currently working at Alda Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.