Alpha Financial Management

Alpha Financial Management is a financial planner in Savannah, GA, specializing in fiduciary, fee-only financial planning for families and business owners. The firm offers comprehensive services including retirement planning, investment advice, estate planning, college planning, long-term care strategy, and tax-efficient wealth management. With a focus on transparency and client-first principles, Alpha Financial Management provides personalized guidance rooted in thorough analysis and long-term goal setting. Serving clients across the Savannah area, the firm maintains a 4.90 rating based on customer reviews, reflecting strong client satisfaction and trust.

The firm emphasizes a client-centered approach, beginning with two no-cost, no-obligation meetings to assess financial needs and determine whether their services are the right fit. Their process includes in-depth discovery, customized financial planning proposals, and ongoing check-ins to monitor progress and adjust strategies as needed. As a fee-only advisor, Alpha Financial Management avoids commissions and conflicts of interest, ensuring advice is aligned with clients’ best interests. The team includes Wayne Jordan, CFP®, who joined in 2016 and brings experience from a national brokerage firm, and Molly Jordan, CFP®, CRPC®, who joined in 2023 after transitioning from Edward Jones to prioritize fiduciary standards. Both advisors hold advanced credentials from accredited institutions and are committed to ethical, client-focused financial guidance.

Located on Waters Ave in Savannah, the business sits just a short distance from key government offices, including the Chatham County Building Safety and Regulatory Services and the Georgia Department of Driver Services Customer Service Center, both within a quarter-mile. Nearby, Eisenhower Drive and the Chippewa Canal provide additional geographic reference points, while Kicklighter School lies about four-tenths of a mile away.

Alpha Financial Management is recognized for its thorough, well-documented business information and a clean, search-engine-optimized website that supports easy access to client resources and regulatory disclosures. Their membership in NAPFA and adherence to CFP® standards reinforce their commitment to integrity and professional excellence.

As a trusted financial partner in Savannah, Alpha Financial Management stands out for its personalized, transparent approach to wealth management, helping clients achieve lasting financial independence and peace of mind.

Services:

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