A complete list of active advisors currently associated with Alpine Asset Management

Warmer can help you find a great advisor at Alpine Asset Management or one who fits your needs even better.

Alpine Asset Management serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities, offering ongoing investment management and tailored financial planning. The firm provides personalized portfolio implementation and monitoring services—including rebalancing and tax‑loss harvesting—and also accepts fixed‑fee financial planning projects. The firm combines passive index funds and ETFs with active selection of individual stocks and mutual funds, uses fundamental analysis, and pursues a long‑term, infrequent‑trading approach while typically managing accounts on a discretionary basis with quarterly reviews. Portfolios are customized to client objectives and may include reasonable client‑imposed restrictions on securities or sectors. Compared with many solo independent advisers, Alpine’s client mix explicitly includes pension and profit‑sharing plans, a less common client type for firms of this size, and the firm generally charges a flat annual advisory fee for ongoing services rather than relying solely on percentage‑of‑AUM billing. The firm’s principal holds CFA, CFP, and Enrolled Agent credentials and provides accounting and tax return preparation separately as a sole proprietor, which can support deeper tax coordination in planning engagements.

To learn more about the advisors currently working at Alpine Asset Management, 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.