Alpha Financial Management, Inc.

EST. AUM
$109,376,177

CONTACTS

CLIENT ACCOUNTS
543

Firm Details

Metro area Savannah
CRD Number 125800
Website alpha-sav.com
Client types

Overview

Alpha Financial Management, Inc. is a Savannah, Georgia-based registered investment adviser providing fee-only fiduciary financial planning and investment planning. The firm serves families, business owners, younger clients, entrepreneurs, and wealth-management clients through comprehensive planning and portfolio advisory services. Its services include retirement planning, college planning, estate planning coordination, charitable giving, insurance and healthcare planning, tax planning, cash-flow analysis, risk-tolerance assessment, portfolio design, rebalancing, and gain/loss harvesting. Alpha’s investment approach emphasizes diversification, discipline, expense control, reduced turnover, and evidence-based portfolio construction rather than market timing or stock picking. The firm uses Schwab Advisor Services for custody access and states that it frequently uses Dimensional Fund Advisors mutual funds and ETFs because they align with its investment philosophy.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Alpha Financial Management, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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