How We Help

Choosing Us As Your Retirement Planning Advisor Means a Personalized Guide Through Your Retirement Journey.

While the journey you are undertaking doesn’t have to be complicated, it must be disciplined and purposeful. At Alder, the cornerstone of everything we do is our financial planning led approach. The plan we devise becomes the roadmap for your personalized investment strategy. Our approach can be summed up in 3 steps:

PLAN.  BUILD.  ACHIEVE.

As retirement experts, we are your GPS helping you manage your financial portfolio, making sure you reach your destination successfully.

PLAN

Would you set out on a journey without mapping out how to get there? Retirement planning is no different. In order to reach financial independence, together we must first establish where you are heading. Our approach is straight-forward. Only by understanding you and by gathering and organizing all of your financial pieces can we chart a course for you to follow.

TAKE THE MYSTERY
OUT OF INVESTING

Build Wealth by Design.

BUILD

Once you have established where you are heading, the next step is figuring out how to get there. With a sound financial plan in place, now we turn our attention to devising an investment strategy designed to meet your unique needs. This is where our investment expertise comes into play making sure your portfolio is structured to meet your retirement goals.

Personalized Strategy & Ongoing Guidance

ACHIEVE

With a sound plan and investment strategy in place, now we must make sure we stay on track throughout your retirement journey. We will monitor your progress and adjust our strategies should your situation change or economic fluctuations dictate. By reviewing your financial plan regularly, we can recommend small changes along the way to make sure you achieve your personal and financial goals.

PLAN

Would you set out on a journey without mapping out how to get there? Retirement planning is no different. In order to reach financial independence, together we must first establish where you are heading. Our approach is straight-forward. Only by understanding you and by gathering and organizing all of your financial pieces can we chart a course for you to follow.

TAKE THE MYSTERY
OUT OF INVESTING

Build Wealth
by Design

BUILD

Once you have established where you are heading, the next step is figuring out how to get there. With a sound financial plan in place, now we turn our attention to devising an investment strategy designed to meet your unique needs. This is where our investment expertise comes into play making sure your portfolio is structured to meet your retirement goals.

Personalized Strategy and Ongoing Guidance

ACHIEVE

With a sound plan and investment strategy in place, now we must make sure we stay on track throughout your retirement journey. We will monitor your progress and adjust our strategies should your situation change or economic fluctuations dictate. By reviewing your financial plan regularly, we can recommend small changes along the way to make sure you achieve your personal and financial goals.

A DIFFERENT
APPROACH

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

GET TO 
KNOW US

Our highly trained investment specialists have more than 50 years of combined investment and analytical experience.

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.

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