Alpha Financial Management, Inc.

Overview

Alpha Financial Management, Inc. is an independent, corporation-form adviser owned by an individual practitioner. The firm is SEC-registered (registration year 2026) and focuses its client work on individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model includes a percentage-of-AUM component plus the ability to charge hourly and fixed fees. The firm identifies as an active ESG investor and reports that ESG considerations are part of its investment approach. Alpha is not a capital allocator and does not represent a multi-state advisory network; its business activities are centered on servicing private clients rather than institutional or pension consulting mandates.

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