On April 23, 2024, USA Today published their esteemed list of top financial advisory practices in the United States. Out of 32,600 firms nationwide, Alpha Financial Advisors landed near the top at # 139. More importantly, Alpha was ranked #1 in the Washington DC area. We are happy and excited to receive such an honor. My staff and I have strived to deliver exceptional investment results and perfect customer service for 33 years. This award and honor confirm that we succeeded in our daily quest to be the best to our clients in all ways possible.
But we couldn’t have got here without you, our clients. We have the very best clients from all walks of life. In fact, the only trait our clients have in common is being part of our Alpha family. Over the past 33 years, we have managed our diverse client base living across 27 states and three European countries while navigating wars, booms, busts, and pandemics. We have watched many banks and brokerage firms fail and implode during these times.
At Alpha, we have come to work daily, always in the office, and ensured we never went home until every client’s needs were met. Today, I know we have come to expect mediocre or worse customer service from the vast array of product and service companies. However, when it comes to talent, we nod to luck but often ignore the most important things. The hard work and many challenges. We also have to acknowledge failure at times. But how about arriving early and staying late? The rejection of complacency, the refusal of contentment, with the unceasing push to be just a little better than the day before. We can’t please everyone all the time. But every day, we can try to be a little better. We can get better returns, wipe out tax bills, get the right form signed the first time, and learn new technologies.
Like you, we also see the lapse in judgment and service in the banks, brokerages and insurance companies. So when it comes to your money, we demand that we deliver a level of exceptional service and care with the highest level of skill and expertise that you will rarely find anywhere, in any form, in this country. This study confirmed what I have known for decades. Thank you to all our clients who allow us to serve every day. It is an honor.
Please read the full USA Today Article here.