Some years ago, partners Charles Webb and Alan Gaylor both believed there had to be a better approach to customized investment management than was normally available from the commission-based financial services industry. They envisioned an environment where an advisory firm could demonstrate a combination of independence, honesty, fiduciary responsibility, knowledge, and trust. The culmination of this idea was the formation of their firm, The Alder Financial Group.

Since 1996, The Alder Financial Group has provided 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 a world 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.

Click here to view our currently filed Form ADV Part IIA.

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.) 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. 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. Like our namesake, the Alder tree, we strive to prosper even in difficult environments.

We maintain the belief that for planning to be successful, it must be as unique as the client's needs. We use a formal 6-step planning and investment process: we review the client's existing situation, determine their phase and risk profile, prepare an investment policy statement, implement the investment plan, monitor and rebalance the portfolio, and report the progress to the client. Through this process, we are able to create a long-term relationship with each client.