Alpha Financial Management

Alpha Financial Management is a Financial Planner in Savannah, GA. The firm provides fiduciary, fee-only investment advice and comprehensive financial planning for families and business owners. Services include retirement planning, college planning, estate planning, charitable giving, long-term care insurance, social security decisions, pension selection, and portfolio design. The firm operates without commissions or hidden compensation, adhering to a fiduciary standard that places the client first rather than offering merely suitable advice. The first two meetings with the firm are at no cost and carry no obligation to sign on, during which the firm assesses current investment plans and goals to help clients decide if they need advice, a different advisor, or are fine on their own.

The team includes Wayne Jordan, CFP, who joined Alpha in 2016 after working at a large national brokerage firm. He earned his Certified Financial Planner credential in 2018 and lives on Tybee Island. Molly Jordan, CFP, CRPC, joined the firm in Spring 2023 after serving as a Financial Advisor at Edward Jones since 2016. She holds a Bachelor of Science in Finance and Marketing from Roger Williams University, the CFP designation from Emory University, and the Chartered Retirement Planning Counselor designation from the College of Financial Planning. The firm maintains regulatory transparency through its registration with state authorities, its NAPFA profile, and its CFP profile.

Located at 7505 Waters Ave STE E1, the office sits along Waters Avenue, about a tenth of a mile from the main road. It is roughly a fifth of a mile from Chatham County Building Safety and Regulatory Services and the Georgia Department of Driver Services Customer Service Center. The site is also near Eisenhower Drive, about a third of a mile from Chippewa Canal, and about four-tenths of a mile from Kicklighter School.

Alpha Financial Management holds a rating of 4.90 based on customer reviews. This positive feedback reflects the experience of clients who have engaged with the firm for fiduciary financial planning and investment management in Savannah.

As a fee-only fiduciary firm in Savannah, Alpha Financial Management offers independent advice focused on retirement, estate, and investment planning for local families and business owners.

Services:

• Emergency Care
• Estate Planning
• Financial Planning
• Investment Management
• Preventive Health Services
• Primary Care
• Retirement Planning
• Specialist Services