Plan Well. Live Well.

At Alpina Financial Consultants, our mission is simple — develop well-conceived strategies and deliver an exceptional client experience.

Independent Wealth Management and Financial Planning Strategies Since 2009

At Alpina Financial Consultants, our mission is simple: to deliver personalized, transparent, and independent wealth management strategies while providing an exceptional client experience.

Holistic Wealth Management Tailored to You

We specialize in aligning your financial resources with your most meaningful goals. With over 30 years of combined experience, our multidisciplinary team of financial advisors integrates investment management, advanced planning, and tax strategy to create tailored strategies for high-net-worth individuals, families, and institutions.

Who We Serve

We proudly provide independent financial consulting and wealth management to:

  • Successful families
  • Corporate executives
  • Business owners
  • Institutional clients

Our Comprehensive Services

Alpina Financial Consultants offers a wide range of wealth management and financial planning services, including:

  • Comprehensive Financial Planning
  • Tax-Sensitive Portfolio Management
  • Windfall and Liquidity Event Planning
  • Single Stock Risk Management
  • Executive Compensation Strategies