Get to Know Us

No Departments. Just People.

Alder Financial has been advising clients on retirement strategies since 1995. People come to us knowing that they have significant assets, whether that means leaving a job with a sizeable 401k or selling a business, but they don’t know how to turn those assets into a reliable source of income during their retirement years. With traditional pensions becoming a thing of the past, it’s more important than ever to partner with an advisor who is focused on managing your retirement income.

Working with Alder Financial offers an all-access pass to a team of experts. Our clients always interact directly with the decision makers. With Alder Financial acting as a fiduciary, we take over the planning and management freeing up your time to do what you love.

Our Team

The experienced staff at Alder Financial Group brings our collective knowledge and experience to help our clients understand the realistic attainment of their goals and objectives. Our highly trained investment specialists have more than 50 years of combined investment and analytical experience

Charles H. Webb

President &
Co-Founder

Alan Gaylor, CFP®

Executive Vice President
& Co-Founder

Lori M. Eason, CFP®

Financial Planning
Specialist

Our Namesake

We are often asked who the “Alder” is referring to in our company name. We envisioned naming our firm after something representing growth, perseverance, and prosperity. This led us to the Alder tree which is native to North America and is best known for its ability to grow in difficult terrain. We find its ability to thrive symbolizes wise investing in challenging economic environments.

A DIFFERENT
APPROACH

We think of planning for retirement as a timeline and a series of stages.

HOW
WE HELP

Choosing us as your retirement planing advisors means a personalized guide through your retirement journey.

WHAT SETS
US APART

Our attributes set us apart from the crowd and allow us to find the best fit for your unique needs.

INSIGHTS

Stay informed with our Financial Insights Blog.

Are you ready to partner with us?

Getting started is simple. Let’s talk.

We believe in building relationships.

Let us be your partner on the journey to financial independence.

ATLANTA OFFICE
300 Galleria Parkway
Suite 600
Atlanta, GA 30329
877.249.2629

BIRMINGHAM OFFICE
924 Riverchase Parkway
Birmingham, AL 35244
205.988.5881