What departments does Alpha Financial Management have?

Alpha Financial Management has employees across 1 departments including Finance.

What is the largest department at Alpha Financial Management?

The largest department at Alpha Financial Management is Finance with 4 employees.

Where are Alpha Financial Management employees located globally?

Alpha Financial Management has employees across 3 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Hong Kong.

How has Alpha Financial Management's team size changed over time?

Alpha Financial Management's team has remained stable from approximately 6 to 6 employees based on available data.

Alpha Financial Management Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Alpha Financial Management operates in the financial services sector, offering guidance and planning intended to help families achieve long-term financial security and peace of mind. Based in Savannah, Georgia, the firm positions itself as a navigator for clients seeking a structured path to financial well-being, reflecting a focus on personalized planning rather than broad banking or investment product sales. With a small team, the company emphasizes a close, consultative approach to financial guidance, likely serving individuals and families who want a clear roadmap for reaching financial goals. The description frames the firm as a local, advisory-focused resource in a competitive landscape that includes larger national and regional financial institutions offering similar wealth management and financial planning services. A recent development note isn’t provided beyond the core offering, but the business operates from its Savannah location to serve the surrounding area.

Alpha Financial Management Global Highlights

North America
5

United States Of America
5

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Alpha Financial Management's Leadership

I. M. D.
President/Ceo
Mobile Phone
Email
S. L.
Owner
Mobile Phone
Email
M. J.
Certified Financial Planner
Mobile Phone
Email
M. C. D.
Certified Financial Planner®
Mobile Phone
Email
W. J.
Certified Financial Planner
Mobile Phone
Email
A. F. M. L.
Independent Financial Advisor
Mobile Phone
Email

Alpha Financial Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Alpha Financial Management

Name

Title

Contact Info

Location

Last Update

I. M. D.
President/Ceo
Mobile Phone
Email
United StatesGeorgia
Jun 27, 2026
S. L.
Owner
Mobile Phone
Email
United KingdomEngland
Apr 16, 2026
M. J.
Certified Financial Planner
Mobile Phone
Email
United StatesGeorgia
Jul 01, 2026
M. C. D.
Certified Financial Planner®
Mobile Phone
Email
United StatesGeorgia
Jun 26, 2026
W. J.
Certified Financial Planner
Mobile Phone
Email
United StatesGeorgia
Jun 28, 2026
A. F. M. L.
Independent Financial Advisor
Mobile Phone
Email
United KingdomEngland
Jun 02, 2026

Frequently Asked Questions

What is Alpha Financial Management known for?

Alpha Financial Management was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 7505 Waters Avenue Suite E-1 Savannah, Georgia 31406 United States; you can contact the main corporate office by phone at

+1-912-353-****

. Explore Alpha Financial Management's company overview page for more information.

What is Alpha Financial Management's most common email format?

Alpha Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alpha Financial Management email formats with LeadIQ.

How many employees does Alpha Financial Management have currently?

Alpha Financial Management has approximately 8 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Alpha Financial Management's key employees and leadership?

As of May 2026, Alpha Financial Management's key employees include:

President/Ceo: I. M. D.
Owner: S. L.
Certified Financial Planner: M. J.
Certified Financial Planner®: M. C. D.
Certified Financial Planner: W. J.

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Alpha Financial Management Employee Directory

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