Founded in 1996, Alpha Financial Group, LLC is a specialized, independent investment consulting firm registered with the U.S. Securities and Exchange Commission (SEC). The company's mission is to provide objective and unbiased investment advice exclusively to fiduciaries of retirement plans, such as 401(k) and 403(b) plans. They do not manage money or sell investment products, focusing instead on services like investment policy statement development, manager/vendor searches, performance monitoring, and fiduciary education to help clients meet their obligations.

Founded in

United States