Charles H. Webb

cwebb@alderfinancial.com

President & Co-Founder

As Chief Investment Officer, Charles is primarily responsible for charting his firm’s equity investment strategy, performing portfolio management duties, and executing equity trades. In addition, he works extensively with the firm’s clients on the development and implementation of their financial plans and investment policies.

Prior to founding Alder, he spent 8 years as a Financial Analyst in the health care industry, where he concentrated his efforts on financial forecasting, corporate valuations and mergers & acquisitions. Charles completed his B.S. degree in finance from The University of Alabama. He is a member of both the CFA Institute and the Atlanta Society of Financial Analysts.

Charles lives in Atlanta and enjoys adventure traveling for scuba diving. In his spare time, his hobby is working on and restoring vintage automobiles.

Meet Alan and Lori

Alan Gaylor, CFP®

Executive Vice President
& Co-Founder

Lori M. Eason, CFP®

Financial Planning Specialist

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.

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