Alpha Financial Partners

EST. AUM
$459,855,610

CONTACTS
3

CLIENT ACCOUNTS
1,424

Firm Details

Metro area Louisville
CRD Number 306639
Website alphaky.com
Client types

Overview

Alpha Financial Partners, based in Lexington, KY, is a comprehensive financial services company dedicated to serving as fiduciaries for its clients. Their mission is centered on educating and assisting clients in achieving financial independence. They strive to act as personal CFOs and trusted advisors, simplifying financial matters to enable clients to focus on their families and employees. The team consists of certified professionals with more than 50 years of combined experience in the financial services industry, serving both individual and corporate clients.

Platform Details

Investment Preferences

Alternative Activity