Alpha Financial Management, Inc.

Alpha Financial Management, Inc. is a wealth management firm founded in 1994, offering personalized financial planning and investment management services. The firm specializes in serving individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. They are fee-only advisors and do not sell commissioned products. Alpha is a member of NAPFA, ensuring a commitment to fee-only financial advising. The firm primarily offers investment advice on mutual funds, ETFs, and securities within variable annuities. They provide comprehensive financial planning, retirement planning, tax planning, and estate planning services. Alpha operates on a fee structure based on a percentage of assets under management, hourly rates for specific clients, or tiered schedules based on modified net worth. The firm exercises discretionary authority for trading, with clients maintaining control over their assets. Alpha does not have account minimums and manages assets on a discretionary basis totaling $91,607,163 as of December 31, 2024. The firm upholds a fiduciary duty to act in the best interests of clients and has not been involved in legal or disciplinary events. Clients receive regular account reviews and performance reports, and their privacy and financial information are safeguarded. The firm's team includes Michael C. Dayoub, Wayne R. Jordan, and Mary Petrone Jordan, all Certified Financial Planners.