Alpha Financial Management

Alpha Financial Management is a Financial Planner in Savannah, GA, located at 7505 Waters Ave STE E1. The firm provides fiduciary, fee-only investment advice and comprehensive financial planning for families and business owners. It serves clients with no commissions or hidden compensation, offering a process that coordinates all aspects of a client’s financial life. The firm provides no-cost initial consultations and second opinions on existing portfolios to help clients determine if they need advice or are better served by another advisor. It holds a rating of 4.90 based on customer reviews.

The team includes Wayne, who joined the firm in 2016 after working at a national brokerage firm, and earned his Certified Financial Planner credential in 2018. Molly joined in 2023, bringing prior experience as a Financial Advisor at Edward Jones since 2016. She holds a Certified Financial Planner designation from Emory University and a Chartered Retirement Planning Counselor designation from the College of Financial Planning. Michael, who became an advisor in 2003, holds an MBA focused in Finance from Georgia State University and is a CERTIFIED FINANCIAL PLANNER Practitioner. He has over 100 hours of tax training and previously worked as a software developer.

Alpha Financial Management utilizes an investment approach that avoids market timing and stock picking, instead focusing on asset mixes that reduce volatility and manage expenses. The firm frequently uses Dimensional Fund Advisor mutual funds and ETFs to match its investment philosophy. It is registered with state authorities as an investment advisor firm and is a member of NAPFA, the National Association of Personal Financial Advisors. The firm uses Schwab Advisor Services to manage client accounts and employs portfolio software to provide a single view of investments held at any custodian.

The firm’s 4.90 rating reflects the positive experiences of customers who have reviewed its services. Its status as a NAPFA member and its use of fiduciary standards underscore its commitment to working in the best interests of those it serves.

Alpha Financial Management brings fiduciary, fee-only expertise to Savannah, helping local families and business owners achieve financial independence through disciplined, science-based planning.

Alpha Financial Management sits on Waters Avenue, just a short distance from the Chippewa Canal and near the intersection with Eisenhower Drive.

BizScoreAI awarded the business a Technical score of 93 out of 100, ensuring the website is secure and easily read by search engines. The firm also received a Content Quality score of 75 out of 100, meaning its pages clearly answer customer questions and are suitable for AI assistants to quote. Additionally, the business ranks number 1 of 13 Financial Planner businesses that BizScoreAI has scored in Savannah.

Services:

• Emergency Care
• Estate Planning
• Financial Planning
• Investment Management
• Preventive Health Services
• Primary Care
• Retirement Planning
• Specialist Services