A complete list of active advisors currently associated with Alpine Road Financial

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

Alpine Road Financial provides investment management and both comprehensive and limited‑scope financial planning primarily for individual clients, with a particular focus on mid‑career technology professionals navigating equity compensation, stock options, and concentrated stock positions. The firm also facilitates coordination with independent third‑party CPAs for personal tax return preparation and offers educational seminars and speaking engagements for groups. The firm’s investment process emphasizes tailored asset allocation based on Modern Portfolio Theory, combining passive and active strategies and typically operating with discretionary trading authority to implement client plans. For complex situations—such as concentrated positions, exchange funds, tax‑optimized equity strategies, or options overlays—Alpine Road may recommend specialized third‑party investment managers and provides ongoing oversight of those managers without controlling their day‑to‑day decisions. Compared with many peers, the firm explicitly includes group education and workplace financial‑wellness content as a service line and coordinates implementation with external tax professionals, services not commonly offered by small independent advisers. As of December 31, 2025 the firm reported roughly $780,505 in discretionary assets under management, and the firm’s principal allocates approximately 20% of professional time to consulting and educational work for an external financial‑wellness provider.

To learn more about the advisors currently working at Alpine Road Financial, 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.