The Alpha Difference
People + Planning + Process = SUCCESS
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01. About Us
Alpha 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 Alpha 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 Alpha 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.
I. Wealth Management Services
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
Group College Savings 529 Plans
Employee Stock Ownership Plans (ESOP)
III. Institutional Services
Public & Private Pension Consulting
Investment Policy Review & Design
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
Contact us today to learn more about our services
Alpha Financial Partners Advisory Board Members
John Melvin “Mel” Camenisch
Dr. Jaye Frost
Robert “Bob” Goodknight
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