ALPHA FINANCIAL ADVISORS, LLC

Overview

Alpha Financial Advisors, LLC is an independent, owner-operated registered investment adviser that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a fee model that combines percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility for both ongoing wealth management relationships and one-off planning projects. Alpha is not positioned as an institutional capital allocator; its client base is primarily individual and family households rather than pensions or large institutions. Investment strategy centers on building diversified client portfolios using pooled public funds as the primary building blocks, supplemented by targeted allocations to third-party alternative managers. The firm does not identify as an active ESG investor. Portfolios are managed on a discretionary basis, giving advisors authority to implement allocations across public funds and selected alternative vehicles consistent with each client’s plan and risk profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices