What makes us different?

We are a fee-only fiduciary wealth management company, which means we are fully committed to providing unbiased, client-centered financial guidance. As a Fee-Only firm, we do not earn commissions from selling financial products or investments. Our only source of revenue comes from the fees paid directly by our clients. This structure ensures that every recommendation we make is solely in the best interest of our clients, free from conflicts of interest.

Your investments are held with Schwab Institutional, one of the nation’s leading custodians, which provides custody services to ensure the security of your accounts. Alpha has limited authority to manage your account, and you can grant us permission to make distributions or even initiate regular transfers from a checking account for investment purposes. This structure ensures your investments are safeguarded by a trusted third party. Alpha provides additional protection and exceptional service, offering a level of care and attention often overlooked in modern wealth management.

We offer flexibility in how we meet with clients. Typically, we hold meetings at our office in Tysons Corner/McLean, but we also offer virtual meetings via video or phone for your convenience. In certain circumstances, Alpha employees may travel to client homes within the continental U.S. Please note that all Alpha employees work from our office to ensure consistent and high-quality service.

A "Fee-Only" firm means that our only source of compensation comes directly from our clients in the form of fees. Our fee is a comprehensive, percentage-based charge based on assets under management. We do not receive commissions from product sales or recommendations, nor do we earn income from referral fees. Additionally, we do not pay for lists of prospective clients.

This structure ensures that our advice is completely unbiased and always in the best interest of the client. It’s important to note that some firms, despite claiming to be Fee-Only, may still sell commission-based products or use misleading terms like "fee-based." As always, we encourage clients to remain vigilant when choosing a financial advisory firm.

Yes, our minimum is $500,000 in assets that you wish to have professionally managed. While this is our typical starting point, we understand that every financial situation is unique. We take a personalized approach and are happy to have conversations with potential clients who are smaller investors. Whether you're just starting or have significant assets to manage, we’re committed to providing thoughtful, client-centered advice.