The Alpha Difference
People + Planning + Process = SUCCESS
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.
Contact us today to learn more about our services
It's an election year, which can mean many things for the stock market. Blackrock, Inc. dives into the historical numbers for what it means to your portfolio come November
Marc Cobane of Alpha Financial Partners discusses Greenlight debit cards to help you teach your children financial responsibility. Visit https://www.greenlightcard.com/ for more information. Please click below to access Episode 2 of Alpha Sound Bites: https://youtu.be/UZp7H7VYBAs
One of the Top 5 Concerns our clients ask us about are the ever-increasing costs of college education. Our partners at John Hancock Investments have put together multiple tools to help you and your child plan for their future.