Alpha Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alpha Financial Management provides wealth management and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, and offers comprehensive financial planning services. The firm also makes available a financial planning–only engagement (no asset management) and serves military families referred through the ComPsych employee assistance program.
Alpha operates as a fee‑only advisor and generally manages client accounts on a discretionary basis, implementing a strategic, core‑and‑satellite asset allocation that relies on passively managed index funds and institutional Dimensional Fund Advisors (DFA) funds. The firm describes a markets‑efficient investment philosophy, avoids market timing, places trades under a limited trading authorization, and provides regular reporting and periodic plan reviews.
Noteworthy distinctions include Alpha’s membership in NAPFA and its formalized planning‑only option that leaves implementation and custody with the client, alongside a specific referral relationship with ComPsych for hourly planning work for military families. The firm commonly recommends DFA institutional funds (which may not be directly investable by clients who terminate the advisory relationship), does not accept commissions or act as custodian, and leaves proxy voting responsibilities to clients.
Client services
Expertise
Occupation focus
Fee options
Annual flat fee for financial planning-only services, negotiated per client.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
Hourly rate charged only for comprehensive financial planning advice to military families referred by ComPsych; specific rate not stated.
Fee-only: Annual flat fee negotiated individually, typically $2,000 - $10,000 per year for financial planning-only services, billed in two installments.
Main office
7505 Waters Avenue, Suite E 1
Savannah GA 31406-3631
Advisors at this office
4
Most active in
Georgia · Louisiana · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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.
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