Our Services

Comprehensive Financial Services

 Financial Counseling

Alpha Financial Advisors helps you make smart financial decisions through a relationship based on trust, integrity and personalized service. We offer guidance and management for all aspects of your financial plan and become your partner in life’s transitions such as marriage and having children, planning for college, job change, relocation, divorce, retirement, and transitioning assets to heirs. Our services include, but are not limited to:

Please click on any of the all inclusive financial services we offer below for more detailed information.

Cash Flow Management
Alpha is a partner in day to day financial needs. We assess current financial health and show clients where they can save and be more efficient. We explain retirement plans and how to derive the most tax efficient income. We help establish goals and advise you on how to stay on track to meet those goals.
Portfolio Management
Top ranked stock and bond managers are chosen from our institutional universe of over 10,000 funds. Since Alpha does not use a broker dealer network, our firm is free from the restrictions and conflicts of interest broker dealers encounter which limit or potentially influence investments. Our portfolio management experts oversee investments using the latest technological advances in portfolio research, management and reporting to optimize portfolio performance. This system ensures that clients take minimal risk for the highest level of return.
Tax Planning
Management of taxes is also an important part of return that is often overlooked. Alpha’s knowledgeable team spends a great deal of time developing strategies designed to make your end-of-year tax burdens as manageable as possible. We factor tax implications into just about every recommendation we make, especially in regard to your investments.
Retirement Planning
Alpha helps clients accumulate and manage assets during earning years to achieve financial independence in retirement. With your needs in mind, we help you reach your retirement goals and understand retirement and stock option plans.
Insurance Counseling
Please note: Alpha Financial Advisors counsels on insurance matters but does not sell any insurance or related products. It is important to know what types of risks might be faced at different stages of life. Over-insuring in one area can leave you underinsured in another. Often, more money is spent on insurance than is necessary. Alpha’s expertise saves money and gives confidence that insurance dollars are spent wisely.
Estate Planning
Clients need to know what estate planning they need to do and what may not be necessary depending on their individual circumstances. As a partner in your future planning, Alpha Financial Advisors, LLC works with your existing counsel to ensure financial goals compliment estate planning needs.

Reporting

Over the years, we have refined a highly individualized reporting system to analyze investments and convey returns in an accurate, easily understood manner. There may be another financial advisory firm providing this kind of report but we don’t know of any!

The Alpha Quarterly Report – what makes it different?

  •  Provides a simple total for all accounts – no more shuffling multiple statements.
  • Calculates a rate of return gross and net of fee – nothing is hidden.
  • Compares the performance of your Alpha portfolio holdings with an industry standard similar portfolio – you see exactly how your Alpha portfolio is doing compared to others.
  • Calculates the actual gain or loss since inception.
  • Includes a statement of fees.
  • Includes graphics representing how your assets are allocated.
  • Itemizes every holding in your account.
  • Maintains a monthly ledger detailing every transaction.