Alpha Financial Advisors, LLC
R. Craig Lowder is currently the Chief Operating Officer at Alpha Financial Advisors, LLC. Prior to this, R. Craig Lowder held various roles at Wells Fargo, including Vice President in Corporate and Investment Banking Control, Governance and Oversight Consultant in Corporate Risk Management, Credit Portfolio Consultant in Wholesale Credit Risk, and Financial Consultant in the Basel Qualification Group. R. Craig Lowder also served as the Vice President/Enterprise Capital Management Finance Manager at Bank of America and as Vice President/Investment Portfolio Asset Manager at Wachovia Corporation. With a background in finance, risk management, and compliance, R. Craig Lowder has a Bachelor of Science in Commerce and Finance from the University of Virginia, a Certificate in Financial Planning from the University of Georgia, and a Master of Science in Accounting from the University of North Carolina at Chapel Hill.
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Alpha Financial Advisors, LLC
Alpha Financial Advisors is a fee-only financial planning and investment advisory firm based in the Ballantyne Corporate Park of Charlotte, North Carolina. As comprehensive financial planners, we offer a broad array of planning services that will help you achieve your goals. As fee-only registered investment advisors, we make specific investment recommendations based on your individual needs, circumstances and goals, not based upon the commissions that a particular financial product might pay. Our advisors know how the pieces of the financial puzzle fit together for our clients. As comprehensive financial planners, we examine all areas of your finances ... investments, taxes, insurance, retirement, estate planning ... to build a customized plan for your specific goals. There are no "one size fits all" templates with Alpha Financial. It's all about you, just you. So our time is yours to do the job right. Alpha Financial is an independent, fee-only Registered Investment Advisor. No commissions. No incentives from mutual fund companies to taint our judgment. No connection to a bank or brokerage firm as a conflict of interest. No sales contests, no product sales, no high pressure sales tactics. We simply put our clients' interests ahead of our own and offer an uncompromising dedication to outstanding customer service aimed at meeting your needs every step of the way. Our response to you is fast; our relationship is anything but "quick." We are life-long advisors who bring continuity to finances at each life stage for you and your family. Alpha is the first place you can always turn to for comprehensive financial planning. From our home-base in Charlotte, NC, we serve affluent clients in our community, across the United States and Americans living overseas. Quality is not limited to a certain geography, only by a dedication to service.