What Sets Us Apart
Our clients come to us from varying backgrounds with unique needs. They are typically seeking a financial advisor who doesn’t have a cookie-cutter approach. We take pride in being different. Our attributes set us apart from the crowd and allow us to find the best fit for your needs.
Your Interests First, Always
We are true fiduciaries. A fiduciary is held to the highest standard of care. What most people don’t know is how few advisors can actually call themselves true fiduciaries. Simply put, a fiduciary must ALWAYS act in a client’s best interest. For us this means our advice is unbiased and objective – our only priority is you. If your current financial advisor is not a fiduciary, maybe it’s time to consider one that is.
Your Interests First, Always
We are true fiduciaries. A fiduciary is held to the highest standard of care. What most people don’t know is how few advisors can actually call themselves true fiduciaries. Simply put, a fiduciary must ALWAYS act in a client’s best interest. For us this means our advice is unbiased and objective – our only priority is you. If your current financial advisor is not a fiduciary, maybe it’s time to consider one that is.
Complete Independence
As a Fee-Only Registered Investment Advisor, we believe our approach offers a higher degree of fairness when compared to the transaction-driven approach taken by Wall Street firms. Our fees are straightforward and simple. We receive no commissions, sell no products and are only compensated by our clients. Therefore, you never have to worry about conflicts of interest often found in our industry. We only work for you.
Retirement Income Expertise
Providing smart, sensible retirement solutions requires a heavy emphasis on generating income. While not easily understood, fixed income securities are a very efficient and cost-effective way to fund your retirement. Our experienced team has a level of fixed income expertise not usually found at firms similar to ours. Many people are unaware of the sheer size and complexity of the fixed income market. It takes an expert with specialized training to navigate and select the best investments to meet your retirement goals.
Retirement Income Expertise
Providing smart, sensible retirement solutions requires a heavy emphasis on generating income. While not easily understood, fixed income securities are a very efficient and cost-effective way to fund your retirement. Our experienced team has a level of fixed income expertise not usually found at firms similar to ours. Many people are unaware of the sheer size and complexity of the fixed income market. It takes an expert with specialized training to navigate and select the best investments to meet your retirement goals.
Financial Planning Led Approach
Many advisors claim to provide planning but instead they simply put you in one of their model portfolios. All of our investment decisions are led by a comprehensive financial plan. For our clients, a financial plan is an ongoing process and not just a one-time event. You can be assured our solutions are designed solely for you.
Boutique Firm Experience
Working with Alder Financial feels different. Clients receive all the resources of a large firm PLUS the personalized experience that only a small boutique can provide. Our clients always interact directly with the decision makers and never feel like just a number. We are in the business of building long-term relationships and aim to be lifelong partners with our clients.
Boutique Firm Experience
Working with Alder Financial feels different. Clients receive all the resources of a large firm PLUS the personalized experience that only a small boutique can provide. Our clients always interact directly with the decision makers and never feel like just a number. We are in the business of building long-term relationships and aim to be lifelong partners with our clients.
A DIFFERENT
APPROACH
We think of planning for retirement as a timeline and a series of stages.
HOW
WE HELP
Choosing us as your retirement planing advisors means a personalized guide through your retirement journey.
GET TO
KNOW US
Our highly trained investment specialists have more than 50 years of combined investment and analytical experience.
INSIGHTS
Stay informed with our Financial Insights Blog.
Think We Might Be a Good Fit?
Let's talk and we can help you decide whether we're the right firm for you.
We believe in building relationships.
Let us be your partner on the journey to financial independence.
ATLANTA OFFICE
300 Galleria Parkway
Suite 600
Atlanta, GA 30329
877.249.2629
