Alpha Planning
Financial ServicesOhio, United States2-10 Employees
Alpha Planning is a financial services firm based in Solon, Ohio, serving the northeast region with a focus on the needs of pre- and post-retirees. Founded in 1993, the firm emphasizes building and maintaining close, trusting relationships with its clients. Advisory services are offered through Alpha Planning as an Investment Adviser registered with the U.S. Securities and Exchange Commission. As a small practice, it operates with a compact staff serving its regional client base. Its online presence is managed through alphaplanners.com.