Business Details
Your Trusted Fee-Only Financial Advisers in Savannah, GA
Alpha Financial Management is a fiduciary, fee-only financial advisory firm dedicated to helping families and business owners make informed decisions about their financial futures. Our approach prioritizes client needs through comprehensive financial planning, investment management, and wealth preservation strategies tailored to individual goals. We specialize in retirement income projections, tax planning, estate planning, and risk management, ensuring clients achieve long-term financial independence. Our team of certified professionals brings decades of combined experience in finance, investment strategy, and client-focused advisory services.We operate with transparency, charging no commissions or hidden fees, and adhere strictly to fiduciary standards that place client interests above all else. Our process begins with no-cost initial consultations to assess client needs and determine the best path forward, whether through our services or alternative solutions. We serve clients across Savannah, Georgia, and surrounding regions, offering personalized guidance to navigate complex financial challenges.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Portfolio Analysis
Wealth Management
Risk Assessment
College Funding
Charitable Giving
Highlights and features
- We are 100% fee-only with no commissions or hidden compensation.
- Our fiduciary commitment legally binds us to prioritize client interests.
- We offer no-cost initial consultations to assess your financial needs.
- Our team holds advanced certifications including CFP and CRPC designations.
- We specialize in complex financial scenarios for entrepreneurs and retirees.
Services
Financial Planning
Our financial planning service creates personalized roadmaps to achieve long-term goals through budgeting, debt management, and asset allocation. We analyze income streams, risk tolerance, and life objectives to develop actionable plans. Clients receive ongoing guidance to adapt strategies as circumstances evolve.
Investment Management
We design diversified investment portfolios aligned with client risk profiles and financial objectives. Using evidence-based strategies, we focus on asset allocation, tax-efficient harvesting, and rebalancing. Our approach emphasizes low-cost index funds and minimizes transaction fees to optimize long-term returns.
Retirement Planning
This service evaluates retirement readiness through income projections, Social Security optimization, and pension analysis. We develop withdrawal strategies to sustain assets throughout retirement while addressing healthcare costs and long-term care needs. Clients receive scenario modeling for various retirement timelines.
Estate Planning
Our estate planning coordinates with legal professionals to ensure efficient wealth transfer through wills, trusts, and beneficiary designations. We address tax implications, charitable giving strategies, and legacy preservation. Regular reviews maintain alignment with changing family dynamics and laws.
Tax Planning
We implement tax-efficient strategies including tax-loss harvesting, retirement account conversions, and income deferral. Our approach coordinates with CPAs to minimize liabilities across investment decisions, charitable contributions, and business exit planning. Annual reviews ensure compliance with evolving tax codes.
People
Wayne Jordan
Certified Financial Planner
Wayne Jordan, CFP, joined Alpha in 2016 after working at a national brokerage firm. He graduated from Indiana University with a finance degree and specializes in personalized financial planning. Wayne lives on Tybee Island with his family and enjoys golf, pickleball, and outdoor activities.
Molly Jordan
Certified Financial Planner
Molly Jordan, CFP, CRPC, joined Alpha in 2023 after working at Edward Jones. She holds a finance degree from Roger Williams University and specializes in retirement planning. Molly serves on the Savannah Jaycees board and enjoys beach activities and community involvement.
Michael Dayoub
Certified Financial Planner
Michael Dayoub, CFP, MBA, focuses on retirement security and risk management. He authored books on employer stock strategies and holds tax preparation expertise. Michael serves on local environmental boards and participates in Savannah's Jazz Festival. He combines financial knowledge with community engagement.
Gordon Russ
Advisor Support
Gordon Russ joined Alpha in 2025 after military service and aviation careers. He is pursuing a finance degree from Georgia Southern University. Gordon assists with client service and financial research while managing office operations. He enjoys travel, live music, and exploring culinary destinations.
Questions
What makes Alpha Financial different from other advisors?
We operate as 100% fee-only fiduciaries with no commissions or hidden compensation structures. Our advice legally prioritizes client interests over profit motives, unlike 'fee-based' advisors who may receive sales incentives.
What services do you offer?
We provide comprehensive financial planning, investment management, retirement income projections, tax optimization, estate planning, and risk assessment services tailored to families and business owners.
How much does your financial planning cost?
We offer no-cost initial consultations. Our fee structure depends on portfolio size and service complexity, with transparent pricing discussed upfront during our mutual commitment phase.
What does 'fiduciary' mean for my investments?
As fiduciaries, we're legally obligated to act in your best interest at all times. This contrasts with brokers who only need to provide 'suitable' recommendations that may include higher-cost products with embedded commissions.
Do you work with young professionals?
Yes, we've developed affordable planning solutions for early-career professionals. Our approach addresses student debt management, retirement account setup, and long-term wealth-building strategies tailored to younger clients.
