Registered Investment AdvisorCertified Financial Planner®Specialties: Investments, Insurance, Taxes, Stock Options, Estate Planning, Retirement PlanningI am the owner and President of Alpha Financial Management, a fee-only wealth management firm serving clients by using a consultative process to help them achieve all that is important to them. We promote total financial wellness and a successful investment experience.Our clients take advantage of the research done by Nobel prize winners, including economist Dr. Eugene Fama, by utilizing Dimensional Fund Advisors (DFA). We definitely don't call it passive: We are trying to beat the market without forecasting in the usual sense.We offer a complimentary second opinion to anyone who wants the peace of mind knowing that they are on the right path to success.I am a Registered NAPFA Advisor. The National Association of Personal Financial Advisors (NAPFA) is the largest nationwide organization of fee-only financial planners.