J Alden Associates

Don't see the answer you're looking for? Feel free to call or email us and we'll get back to you as quickly as possible to answer your question. We provide complimentary initial financial consultations in most cases.

However, in the case that a prospect requests an in-depth analysis that will take many hours to complete, the financial advisor may charge an upfront fee that will be waived if the prospect decides to work with the advisor as a client.We generally charge an asset-based fee (a small fee based on the percentage of assets the advisor oversees) but other fee arrangements such as flat fees are available.

Are you a financial advisor looking for a new firm, or just wondering what else is out there? Are you interested in more flexibility, better payouts and a firm that adds demonstrable value to both your and your clients' business? At Alden Investment Group, our mission is to become an integral part of our clients' success.

Alden Investment Group's advisors have decades of experience providing investment advisory, financial planning, asset management services, and securities brokerage to private clients with a wide variety of investment needs, goals and means. The investment landscape is rapidly evolving; advisors and firms need to invest client assets intelligently.

Financial plans are roadmaps that advisors create to help clients understand their income and expenses along with the amount they need to save and how to invest to meet future financial goals such as being able to retire, family educational expenses and other life goals.

All of these factors are used along with estimates for future returns on investments to determine if the financial goals of the client can be met or the changes that need to be made to make that more likely to occur.Financial plans come in a wide variety of forms. Some are very technical while others have more qualitative data, and they may be highly complex or more simplistic.

Alden Investment Group's wealth advisory team offers financial and investment advice that encompasses financial planning, retirement planning, and estate planning services. We provide these services directly as well as coordinate input from financial experts including attorneys, accountants, tax specialists, asset managers, family office firms and others within our Alden Investment Group Network.