Alpha Financial Planning Information
Contact top employees from
Alpha Financial Planning
Summary
Alpha Financial Planning is a private company that has been in the industry for 13 years. The company currently specializes in the Financial Services, Diversified Financial Services, Diversified Investment Services areas. The position of the President is occupied by Steve McElroy. Its headquarters is located at Dublin, Ohio, USA. The number of employees ranges from 25 to 100. The annual revenue of Alpha Financial Planning varies between 100K and 5.0M. To connect with Alpha Financial Planning employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Fee only financial planning, Portfolio management, Retirement plan management
DMA Code
Columbus Metropolitan Area
Founded
2015
Estimated Annual Revenue
$100K - 5.0M
Operating Status
Independent Company
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Organization Website
Social Links
Phone Number
614-886-9395
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Alpha Financial Planning shows a diverse range of experience levels:
14% for 1–2 years14% for 3–4 years29% for 5–7 years29% for 8–10 years14% have over 11 years of service at Alpha Financial PlanningContact top employees from
Alpha Financial Planning
Tommy McElroy
Associate Financial Advisor
Michael McCaffrey
Chief Investment Officer
Tyler McElroy
Financial Planning Assistant & Marketing Manager
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FAQ
Alpha Financial Planning operates in the Financial Services industries. More details can be found on the official website: alphafinancial.com.
The headquarters of Alpha Financial Planning are located in Columbus, United States.
The current CEO of Alpha Financial Planning is Steve McElroy
You can contact Alpha Financial Planning by phone at 614-886-9395.
Alpha Financial Planning currently employs 1-10 people.
Alpha Financial Planning's revenue is approximately 3.2M.
