Alexander Wealth Planning, LLC is a registered investment advisor (RIA) that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm was founded to provide personalized, objective financial guidance. As a fee-only firm, their revenue comes directly from clients, not from commissions on selling financial products, which is intended to minimize conflicts of interest. Their core services encompass all aspects of personal finance, including retirement planning, investment management, risk management, estate planning, and tax strategies, aiming to create a single, integrated plan for their clients' financial future.

Founded in

United States