Business Details
31 Years
experience
Your Trusted Retirement Financial Advisor in Atlanta
Alder Financial has been guiding clients through retirement planning since 1995, offering personalized financial strategies tailored to individual life stages. Our fiduciary approach prioritizes clients' best interests, combining over 50 years of collective investment expertise with a commitment to transparency and ethical standards. We specialize in transforming complex financial challenges into structured retirement solutions through comprehensive planning and fixed-income expertise.Our boutique firm delivers institutional-grade resources while maintaining direct client access to decision-makers, ensuring long-term relationships built on trust and accountability. With a focus on income generation and portfolio management, we help clients navigate retirement's complexities with confidence and clarity.
Services
Retirement Planning
Investment Management
Tax Planning
Estate Planning
Financial Planning
Details
- Year established: 1995
Highlights and features
- We operate as true fiduciaries, legally obligated to act in your best interest
- Our team holds 50+ combined years of investment and analytical expertise
- Specialized in fixed-income strategies for retirement income generation
- Boutique firm offering direct access to decision-makers and personalized service
- Comprehensive financial planning led by three-step approach: Plan, Build, Achieve
Services
Retirement Planning
Our retirement planning service creates personalized timelines for financial independence. We analyze your current assets and future goals to develop a stage-based approach that adapts to your unique circumstances. With expertise in income generation and portfolio management, we help clients transition from wealth accumulation to sustainable retirement income.
Investment Management
Our investment management focuses on fixed-income securities for retirement income. We create customized portfolios aligned with your risk tolerance and financial goals. Our team continuously monitors market conditions to optimize investment strategies while maintaining strict fiduciary standards throughout the management process.
Tax Planning
We specialize in tax-efficient retirement strategies, including inherited IRA management and RMD planning. Our approach minimizes tax liabilities while maximizing income potential. We help clients navigate complex tax regulations to preserve wealth across generations through strategic planning.
Estate Planning
Our estate planning services ensure smooth wealth transfer to future generations. We coordinate with legal professionals to create comprehensive plans that align with your retirement goals. Our strategies focus on minimizing estate taxes while maintaining your financial legacy.
Financial Planning
We offer holistic financial planning that integrates retirement, tax, and investment strategies. Our three-step approach begins with comprehensive assessment, followed by strategy development and ongoing implementation support. This service provides a roadmap for achieving long-term financial objectives while adapting to life's changes.
People
Charles H. Webb
President & Co-Founder
Charles brings decades of financial expertise to Alder Financial, specializing in retirement income strategies. His leadership focuses on fiduciary responsibility and long-term client relationships. He has developed the firm's core planning methodology used by all advisors.
Lori M. Eason
Senior Advisor & Partner
Lori Eason, a Certified Financial Planner, specializes in tax-efficient retirement strategies. With extensive experience in inherited IRA regulations, she helps clients navigate complex tax landscapes while developing personalized investment approaches tailored to individual needs.
Jenny Thompson
Wealth Advisor
Jenny Thompson, a Chartered Financial Analyst, focuses on fixed-income investments for retirement portfolios. Her analytical expertise helps clients optimize income generation while managing risk. She contributes regular market insights to the firm's educational resources.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategy development, portfolio management, tax planning, and estate planning services tailored to individual life stages.
Are you legally required to act in my best interest?
Yes, as fiduciaries we are legally obligated to prioritize client interests in all financial recommendations and investment decisions.
How do you charge for your services?
We operate as a fee-only Registered Investment Advisor with transparent pricing structures. Our compensation comes directly from client fees with no commissions or product sales incentives.
What makes your firm different from other advisors?
Our boutique approach combines institutional expertise with personalized service, offering direct access to decision-makers and specialized fixed-income strategies not typically found at larger firms.
How do you handle investment management?
We create customized portfolios focused on fixed-income securities, continuously monitoring market conditions to optimize retirement income while maintaining strict risk management protocols.
What retirement stages do you specialize in?
We work with clients across all retirement stages: building wealth, approaching retirement, and enjoying retirement, providing tailored strategies for each life phase.
