Advisors at this firm
Wayne J
CFP®, Series 66
Savannah, GA
Alpha Financial Management, Inc.
Wayne Jordan is a CFP® professional with 10 years of experience, currently serving as an advisor at Alpha Financial Management, Inc. in Savannah, GA. He has been with Alpha Financial Management since 2016. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index funds and Dimensional Fund Advisors (DFA) funds, focusing on global diversification and liquidity while maintaining a market-efficient philosophy without performance-based fees.
Mary J
CFP®, Series 66
Savannah, GA
Alpha Financial Management, Inc.
Mary Jordan is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently affiliated with Alpha Financial Management, Inc. and has worked at Edward Jones since 2015. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite investment approach focused on passively managed index and Dimensional Fund Advisors (DFA) funds, emphasizing global diversification and liquidity.
Michael D
Series 65
Savannah, GA
Alpha Financial Management, Inc.
Michael Dayoub is a financial advisor at Alpha Financial Management, Inc. in Savannah, GA, with 17 years of industry experience. He holds a Series 65 designation and has worked at Union Hill Financial Planning, LLC since 2008. Outside of his advisory role, he serves as CEO of Exact Products, Inc., where he manages efforts to license technology unrelated to investment services. Alpha Financial Management provides personalized wealth and investment management to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index funds and Dimensional Fund Advisors funds, emphasizing global diversification and a market-efficient philosophy without performance-based fees.
