A complete list of active advisors currently associated with Alpha Financial Management, Inc.

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

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.

To learn more about the advisors currently working at Alpha Financial Management, 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.