Top advisory firms focus on culture as well as growth

InvestmentNews honors some of the best-performing practices at its Top Advisory Firm Summit in Chicago. Nov 13, 2019 @ 9:31 pm By Ryan Neal InvestmentNews celebrated 17 firms as best practices at the 2019 Top Advisory Firm Summit Wednesday in Chicago.  The firms were recognized for being among the top quartile of a combined 557 responses from InvestmentNews‘ 2019 Compensation and Staffing …

Top 10 Best Financial Advisors in Charlotte & Asheville, NC | 2019 Ranking

Alpha Financial was recently included on AdvisoryHQ’s 2019 ranking of the Top 10 “Best Financial Advisors in Charlotte & Asheville, NC”. We’re honored to have been named on this list and for the ability to continue helping our clients plan for their future. You can access the full list of advisory firms and review process here: Top 10 Best Financial Advisors …

2017 Investment News 40 Under 40 Award Winner: Megan Rindskopf

June 19, 2017 Congratulations to Megan Rindskopf Lokitis on being named to Investment News’ 40 Under 40 for 2017.  Megan is such an important part of Alpha Financial and we are thrilled that she has received this recognition for her hard work and contributions to Alpha Financial and the financial planning profession. http://www.investmentnews.com/section/40-under-40/2017/profile/33/Megan-Rindskopf   See Important Disclosure Information

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How to Advise Clients on the Expat Experience

October 27, 2016 Wall Street Journal Ann Reilley Gugle was featured in an article addressing the experience of working and living abroad as an expatriate.  Ann is the principal and chief executive of Alpha Financial Advisors in Charlotte, N.C.  *** You can read the full article from The Wall Street Journal, here

How to Find the Right Financial Adviser for You and Your Money

July 20, 2016 Kiplinger’s Personal Finance by Lisa Gerstner & Kimberly Lankford Financial advisers come in a confusing array of professional designations, with different fee structures and areas of expertise. Americans aren’t making the grade when it comes to managing their finances—or at least they don’t think they are. On average, U.S. households give themselves a C+ on their ability …

Alpha Financial named to Best Financial Advisors in Charlotte & Asheville, NC for 2018 by AdvisoryHQ

RANKING & REVIEWS BEST ASHEVILLE & CHARLOTTE FINANCIAL ADVISORS 2018 Ranking | How Do You Find a Reputable Financial Advisor in Charlotte or Asheville? Charlotte and Asheville are two areas in North Carolina where wealth is growing quickly, and there is an increasing need for Charlotte wealth management firms and Asheville wealth management firms. Clients need a Charlotte financial advisor …