Alpha Financial Partners

We’re excited to share an update with you.

In addition to Fidelity Investments, we are proud to announce that we are now approved on both Charles Schwab and Altruist platforms as custodial partners, as part of our efforts to expand our offerings and services.

This is the power of being independent and evidence of our willingness to offer the best solutions for our clients, no matter what platform limitations may exist.

If you have an account at Charles Schwab, and would like a complimentary review, please contact our office at (859) 785-2660.

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

We’re also fortunate to be celebrating another special birthday on our team this week. Please join us in wishing Marc a very happy birthday! We’re incredibly grateful for all Marc brings to our team at αlpha Financial Partners. Wishing you a year ahead filled with continued success!

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

Please join us in wishing Joe a very happy birthday! We’re incredibly grateful for all he brings to our team and the dedication he shows our clients here at αlpha Financial Partners. Wishing you a year ahead filled with continued success!

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

Smart planning beats luck every time.

Build your own pot of gold with a strategy designed for you. Learn more at the link in our bio.

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.