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 personalized wealth management and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include comprehensive financial planning — covering investment management, retirement, tax, insurance and estate planning — delivered through an initial Discovery Meeting and documented Investment Policy Statements. The firm emphasizes strategic asset allocation implemented with a core‑and‑satellite approach, using passively managed index funds and Dimensional Fund Advisors (DFA) funds as core holdings and ETFs or cash reserves for liquidity. Alpha describes a market‑efficient investment philosophy, avoids market timing and performance‑based fees, and typically implements portfolios with mutual funds, ETFs and securities held within variable annuities. Notable characteristics include its fee‑only model and NAPFA membership (the firm does not accept commissions) and a formal referral arrangement with ComPsych to provide hourly financial planning to military families. Alpha manages roughly $109 million on a discretionary basis with a small advisory team, commonly recommends DFA funds that may only be available through registered advisors, and discloses the economic incentive that can arise when recommending rollovers of employer retirement plan assets into IRAs it would manage.

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.