ALPHA FINANCIAL MANAGEMENT, INC.
SEC RegisteredCreating and preserving wealth by making wise money decisions
About the firm
Alpha Financial Management is a fee-only financial advisory firm registered in South Carolina, operating as a fiduciary in all services. A separate business, Savannah Tax Pro, was started to prepare tax returns for individuals and families, primarily financial planning clients of Alpha Financial.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and tax preparation services, including tax return preparation, audit protection, and coordination of investments and assets with tax planning. Tax preparation is offered through Savannah Tax Pro with e-filing capabilities.
Who they serve
Individuals and families, primarily financial planning clients with a current net worth greater than $500,000 or projected retirement net worth greater than $1 million, who need coordination of investments and assets with tax planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 80 | $31M |
| High Net Worth Individuals | 35 | $78M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALPHA FINANCIAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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