Advisory Alpha

Advisory Alpha is a Financial Planner in Holland, MI. The firm provides a comprehensive advisory solution designed to simplify, grow, and maximize the impact of select financial advisors’ practices. It serves as a single provider for a full range of essential services, including advanced planning, asset management, compliance, marketing, and technology. The company offers these services to planning and relationship-focused advisors, those with a business-owner mindset seeking optimal systems and scale, and firms culturally and client-aligned in their commitment to ethical best practices. The firm holds a 5.00 rating based on customer reviews.

The Investment Team’s roots trace back more than 40 years to 1979, when Steve Osterink, Sr. began his career as a financial advisor in West Michigan. Steve Osterink, Jr. joined the family practice in 2002. Recognizing that independent advisors needed better resources and infrastructure to thrive in an evolving marketplace, Steve Jr. dedicated his career to building a comprehensive solution. In 2011, he established Advisory Alpha as a Securities and Exchange Commission Registered Investment Advisory firm. The firm provides a fully branded, integrated source that controls costs to pass savings on to advisor partners.

Advisory Alpha employs a diverse team of professionals dedicated to serving advisor partners and their clients. The team includes investment research, financial planning, operations, graphic design, compliance, and technology specialists. Steve Osterink, Jr. serves as Chief Executive Officer, leading the Investment Team with nearly two decades of experience and holding CFA, CFP, and AIF designations. Steve Osterink, Sr. serves as CEO Mentor, bringing over 40 years of industry experience. Other team members include Dennis Anderson, Jared Aulick, Mike Baker, Cam Bass, Elijah Beckwith, Josh Bergsma, Lola Berkompas, Rachel Boyd, Ray Brown, Justin Chase, Nicole Crandell, Tyler Davenport, Nik DeGraaf, Mike DeWitt, Brenden Dewys, Hannah Finch, Josh Froysland, and Nick Heinrich.

Advisory Alpha is recognized for its positive rating from the customers who have reviewed it. The firm is known for its comprehensive platform that allows advisors to focus on their clients rather than infrastructure. Its SEC Registered Investment Advisory status and experienced leadership team support its mission to add alpha to advisor practices.

Advisory Alpha combines decades of family leadership experience with a comprehensive service platform to support financial planners in Holland, MI.

Advisory Alpha is located on S Waverly Rd, just 0.1 miles from East 16th Street and about 0.3 miles from US-31. The office sits near Holland Heights Park and Holland Heights School, both approximately 0.5 miles away.

BizScoreAI assigns a Technical score of 88 out of 100, ensuring the website is secure and readable for search engines. The Authority score of 75 out of 100 signals trust to AI assistants and search engines by clearly identifying the business. Advisory Alpha ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Holland.