The Alpha Difference

People + Planning + Process = SUCCESS

See Our Difference

01. About Us

Alpha Financial Partners is a full service financial and advisory company based in Lexington, KY that was formed in 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 everyday 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.

Our Team

Latest Articles

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it might be time that changed. Thus, we have brought together some of our favorite benefits of saving early, and how it can set you up for success.