Alpha Advisors, LLC

Alexander Scott is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation with 13 years of industry experience. He has been with Alpha Advisors since 2013. Alpha Advisors primarily serves individual and family clients with discretionary portfolio management and related services, focusing on asset allocation and diversification through customized model portfolios using no-load mutual funds and ETFs. The firm manages approximately $231 million for about 113 clients and emphasizes tailored Investment Policy Statements and coordination with clients’ other professional advisors.

Sarah Byrd is a financial advisor with Alpha Advisors, LLC in Richmond, VA, holding a Series 65 designation and 21 years of industry experience. She has been with Alpha Advisors since 2004. Outside of her advisory role, she works part-time as a bookkeeper for TEI. Alpha Advisors serves individual and family clients with discretionary portfolio management and related services, emphasizing asset allocation and diversification through customized model portfolios mainly using no-load mutual funds and ETFs. The firm manages roughly $231 million for about 113 clients and maintains accounts on Fidelity’s institutional platform.

Mark Leimberger is a financial advisor at Alpha Advisors, LLC in Richmond, VA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Alpha Advisors since 2006. Alpha Advisors primarily serves individual and family clients, offering discretionary portfolio management, cash-flow analysis, limited financial planning, and coordination with clients’ attorneys and accountants. The firm’s investment approach focuses on asset allocation and diversification, implementing customized model portfolios through no-load mutual funds and ETFs, and managing accounts on a discretionary basis.