The αFP Difference

People + Planning + Process = SUCCESS

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Company Overview

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01. About Us

αlpha Financial Partners is a fiduciary based financial planning and investment advisory firm for institutions and individuals based in Lexington, Kentucky.   Our company was formed in early 2020 by three industry veterans with a combined industry experience of over fifty years. At the core of our existence is helping people. We wake up every day thinking about our clients and how we can get their families and their employees on track for a long and healthy retirement.

02. Our Philosophy

At the core of αlpha Financial Partners is being fiduciaries for our clients. We are committed to putting our clients needs before our own and to being consultative and transparent in our approach. We see it as our mission to educate our clients and lead them to financial freedom. We strive to be our client’s personal CFO and trusted advisor to simplify financial complexity and enable our clients to focus on what matters most to them, their family and their employees.

03. Our Process

To achieve financial freedom our team at αlpha Financial Partners focuses on creating a customized and comprehensive financial plan.  We start by having an in-depth conversation to examine your current situation and identify your financial goals.  We collaborate with your other trusted advisors to analyze and evaluate your financial situation.  We then create, help implement, and regularly monitor your plan to increase the likelihood for success.

Services
 

I. Wealth Management Services

Portfolio Management

Financial Planning

Estate Planning & Gifting

Risk Management

Education Planning

II. Employee Benefits

ERISA 3(38) and 3(21) Investment Fiduciary

Defined Contribution Plans (401k, 403b, 457, 401a)

Defined Benefit & Cash Balance Plans

Non-Qualified Deferred Compensation Plans

Health Savings Accounts

Executive Benefits

Group College Savings 529 Plans

Employee Stock Ownership Plans (ESOP)

Financial Wellness Programs

III. Institutional Services

Public & Private Pension Consulting

Portfolio Management

Foundations and Endowments

Investment Policy Review & Design

Investment Consulting

Cash Management

IV. Business Owner Services

Business Value Acceleration & Risk Management

Exit Planning (Focused on Enterprise Values Between $10 million and $150 million)

Key Employee Retention Planning

Buy/Sell Funding

Employee Benefits

Cash Management

Capital Sourcing

V. Advisor Succession Solutions

Structured Payments for Books of business

Flexible terms

Mutual Beneficial Pricing

Experience and Process that you and your clients can count on

Team Approach

Hybrid RIA Model

True Independence

 

Contact us today to learn more about our services

Our Team

αlpha Financial Partners Advisory Board Members

Kevin Bazner
John Melvin “Mel” Camenisch
James Davis
Rufus Friday

Dr. Jaye Frost
Raymond Carr
Robert “Bob” Goodknight
Lisbon Hardy

Jeremy Smith
George Stamper
Dave Tatman
Tom Christopher

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