Financial Services for Individuals

Alden’s advisors have decades of experience providing investment advisory, financial planning, asset management services, and securities brokerage to individuals with a wide variety of investment needs, goals and means.

Meet Our Advisor Team

Our advisor team members have worked at independent firms, small-and-medium sized financial firms, and Wall Street firms, each of which have their own characteristics and service offerings.

We pride ourselves on being independent and unbiased while still having perspective regarding the pros and cons of the entire advisory and broker/dealer landscape.

As an independent firm, we have the ability to select investments from anywhere in the investment universe, unlike many other small and large firms, whose investment offerings are limited by either investment company, fund family, or asset class.

Wealth Advisory Services >

Your Full-Service Broker/Dealer

The investment landscape is rapidly evolving; advisors and firms need to invest client assets intelligently. This includes investing in traditional asset classes while embracing new ones, including alternatives, real estate and private offerings. Our asset manager backgrounds, and money manager experience, enable us to find, evaluate, and make available attractive niche funds and strategies that can add significant value to client portfolios.

Traditional equity and debt strategies are available through separate accounts, including low cost asset allocation and actively managed strategies. Our full-service broker/dealer offers limited partnerships, equity and debt real estate investments, and alternative funds in addition to capital raises for business combinations and investments.

Financial Planning Services >

Custom Tailored Financial Solutions

Our approach to your goals and objectives is reflective of your personal needs, circumstances and aspirations. We will tailor your investment allocation, client service, and support to your preferred comfort level.

We pride ourselves on helping our clients improve their overall investment performance, financial management, estate planning and knowledge about their money, so they can provide for their family needs, future plans, and philanthropic desires. Please click here to view our list of Advisor Teams.

Family Office >

Contact Us Today!

If you would like to be contacted by one of our financial advisors, feel free to reach out to them directly. If you would like advice or help on how to get started with them, or who you should reach out to, please contact us using the form below.

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