Alpha Financial Services is a financial services firm founded in 1994, focused on helping clients pursue their goals over the long term. The firm works with high-net-worth individuals, professionals, business owners, and military personnel, taking time to understand each person’s priorities and circumstances. Its approach brings together objective wealth management and financial planning, with strategies tailored to clients’ goals and explained in plain language.

Services include financial planning, wealth management, estate planning, tax preparation and planning, and insurance and risk management. Alpha emphasizes long-term relationships, thoughtful research, transparent advice, confidentiality, and acting in clients’ best interests. The firm’s planning process is intended to connect financial decisions with clients’ personal priorities and quality of life.

Securities are offered through registered representatives of Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc.; these firms are not affiliated with Alpha Financial Services. Tax services and fixed insurance services are offered through Alpha Financial Services. The firm’s communications are intended for residents of specified states, and investing involves risk.