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

We believe that wealth should be empowering, and we take great pride in our ability to understand our clients at the deepest level and craft customized concepts for consideration. Our multidisciplinary background lends a valuable perspective to the interconnectivity of the world of taxation, advanced planning, and investments, supporting our clients in working toward their personal goals and financially planning for their biggest dreams.

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Wealth Management: Aligning Your Resources With Your Most Important Aspirations

For over 30 years, the investment professionals at Alpina Financial Consultants have drawn from their life experiences as entrepreneurs, homeowners, parents, caregivers and community volunteers to shape our firm’s philosophy and values.

We continue to grow in this tradition: by listening, understanding and responding to the needs of our clients’ busy lives.

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Our Team’s Difference

Since the founding days of Alpina Financial Consultants, our leadership has embraced an exceptional client experience philosophy with the highest degree of integrity. This simple, yet powerful principle uniquely qualifies us to help our valued clients weather the uncertainty of an increasingly dynamic economic environment.

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Our Services

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Investment Planning

Investment planning is a critical component of financial success and security. It isn’t enough to just invest, you need to have a plan and an understanding of what you want to accomplish as a result of strategically allocating your financial resources.

Insurance Planning

Insurance planning is a fundamental component of financial security and risk management and involves assessing the potential risks to you and your family, and then selecting and managing insurance policies to protect against those risks.