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Alpha Financial Management, Inc.

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Client assets under management

$109,376,177

Clients

115

30% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

38

Low

Average account size

$951,097

About

Alpha Financial Management provides personalized wealth management and investment management to individuals — including high-net-worth clients — as well as pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm offers comprehensive financial planning services covering retirement, tax, estate, cash-flow and education planning, and accepts hourly planning engagements for military families referred through ComPsych.

Alpha’s investment approach is a strategic asset-allocation, core-and-satellite model that relies on passively managed index funds and Dimensional Fund Advisors (DFA) funds as core holdings, with global diversification and cash reserve strategies for liquidity. The firm describes a market-efficient philosophy, avoids market timing and performance-based fees, and implements client strategies on a discretionary basis under written Investment Policy Statements.

Notable features that distinguish Alpha from many peers include its fee-only membership in NAPFA and an explicit policy against accepting commissions, the routine use of DFA institutional funds (with the disclosure that DFA funds may be available only through participating advisors), and no formal account minimum despite most clients holding six-figure balances. The brochure also discloses that Alpha generally leaves proxy voting to clients, performs review and oversight through an Investment Committee, and accepts ComPsych-paid hourly work for military families.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting

Occupation focus

Military & Veterans

Fee options

Percentage

Under $200,000 - $200,000: $2,500 annually ($625 quarterly) $200,001 - $300,000: $3,400 annually ($850 quarterly) $300,001 - $400,000: $4,300 annually ($1,075 quarterly) $400,001 - $500,000: $5,200 annually ($1,300 quarterly) $500,001 - $600,000: $6,100 annually ($1,525 quarterly) $600,001 - $700,000: $7,000 annually ($1,750 quarterly) $700,001 - $800,000: $7,900 annually ($1,975 quarterly) $800,001 - $900,000: $8,800 annually ($2,200 quarterly) $900,001 - $1,000,000: $9,700 annually ($2,425 quarterly) $1,000,001 - $2,000,000: $10,600 annually ($2,650 quarterly) $2,000,001 - $3,000,000: $15,600 annually ($3,900 quarterly) $3,000,001 - $4,000,000: $20,600 annually ($5,150 quarterly) $4,000,001 - $5,000,000: $25,600 annually ($6,400 quarterly)

Project-based

Hourly rate specified by ComPsych for military families referred by ComPsych; not offered to other clients.

Other

Minimum fee: Tiered quarterly fees starting at $625 per quarter for modified net worth under $200,000 Fee-only: Fee-only firm; no commissions accepted.

Main office location

Alpha Financial Management, Inc.

7505 Waters Avenue, Suite E 1

Savannah GA 31406-3631, United States

Number of offices

3

Most active in

More info

Georgia · Louisiana · South Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website 912-353-9343

Advisors at this firm

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user avatar

Wayne J

CFP®, Series 66

Savannah, GA

Alpha Financial Management, Inc.

Wayne Jordan is a CFP® professional with 10 years of experience, currently serving as an advisor at Alpha Financial Management, Inc. in Savannah, GA. He has been with Alpha Financial Management since 2016. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index funds and Dimensional Fund Advisors (DFA) funds, focusing on global diversification and liquidity while maintaining a market-efficient philosophy without performance-based fees.

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting Military & Veterans
user avatar

Mary J

CFP®, Series 66

Savannah, GA

Alpha Financial Management, Inc.

Mary Jordan is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently affiliated with Alpha Financial Management, Inc. and has worked at Edward Jones since 2015. Alpha Financial Management provides personalized wealth and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite investment approach focused on passively managed index and Dimensional Fund Advisors (DFA) funds, emphasizing global diversification and liquidity.

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting Military & Veterans
user avatar

Michael D

Series 65

Savannah, GA

Alpha Financial Management, Inc.

Michael Dayoub is a financial advisor at Alpha Financial Management, Inc. in Savannah, GA, with 17 years of industry experience. He holds a Series 65 designation and has worked at Union Hill Financial Planning, LLC since 2008. Outside of his advisory role, he serves as CEO of Exact Products, Inc., where he manages efforts to license technology unrelated to investment services. Alpha Financial Management provides personalized wealth and investment management to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index funds and Dimensional Fund Advisors funds, emphasizing global diversification and a market-efficient philosophy without performance-based fees.

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting Military & Veterans
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