Alder Financial Group
The Alder Financial Group is a Fee-Only registered investment advisor and financial planning firm established in 1996. We provide guidance to clients throughout the country from convenient offices located in Atlanta, Georgia and Birmingham, Alabama. By design, our client list is a diverse group ranging from individuals seeking a predictable income stream as they enter retirement to small business owners needing assistance with managing their wealth. In an industry crowded with conflicts of interest and lack of objectivity, The Alder Financial Group has developed a trusted partnership solely devoted to working in the best interest of our clients. We work with our clients to address the myriad of financial issues that come up in their lives, which can range from the mundane around tax time to the complex when it is time to start thinking about selling a business. Our clients really look to us to be their financial advocate in a world filled with an overwhelming number of investment choices (all claiming to be the best.). As a fiduciary, Alder Financial provides services that are focused upon growing and protecting client's assets so that they can achieve peace of mind and a sense of security.
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
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Lori Eason
Senior Advisor & Partner · General Business & Management
EmailPhone - AG
Alan Gaylor
Certified Financial Plannertm, EVP · Other
EmailPhone - JT
Jenny Thompson
Wealth Advisor · Finance & Accounting
EmailPhone - CW
Charles Webb
President · General Business & Management
EmailPhone
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Top roles at Alder Financial Group
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- 1certified financial plannertm, evp
- 1president
- 1senior advisor & partner
- 1wealth advisor
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