Eric Hess
CFP®, ChFC®
Alpha Financial Advisors, LLC
Principal and Managing Director
Eric Hess
CFP®, ChFC®
Alpha Financial Advisors, LLC
Principal and Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Hess, CFP®, ChFC®
Fee Only Financial Planner Located in McLean, VA and Serving the Entire Northern Virgina Area and Clients Nationwide
Eric Hess, CFP®, ChFC®, is a widely respected and trusted member of the financial advisor community. His professional designations and memberships demonstrate his dedication to maintaining the highest level of excellence and ethics in his profession. Eric has served over ten years on the board of the National Capital Area Financial Planning Association (FPANCA), one of the largest chapters of the FPA in the United States. He served on the FPA Board of Directors for 8 years. He is also a member of the distinguished National Association of Personal Financial Advisors (NAPFA). NAPFA is the country's leading professional association of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve.
Eric was conferred degrees in Business Management and Economics from Eckerd College in 1991. Eric founded Hess Financial Services, Ltd. as an independent registered investment advisor in 1992. After growing the business and assembling an exceptional team of experienced financial professionals, the firm was aptly renamed Alpha Financial Advisors, LLC in December, 2000. Eric has helped hundreds of families in the Washington area achieve their financial goals.
Eric's ongoing studies have earned him the professional designations of Certified Financial Planner™ and Chartered Financial Consultant®, giving clients assurance of integrity, insight and reliability. These two designations are testimony to Eric's comprehensive preparation in the financial planning process, his commitment to continuing education, and dedication to maintaining the highest ethical standards. After over two decades of financial management experience, Eric firmly believes his clients deserve an advisor who understands their needs and cares about what is truly important in their lives.
Eric Hess is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our financial firm differs from the traditional stock brokerage firm in that your advisor is legally bound to provide objective, expert financial advice and charges a fee rather than representing a firm's interest and being compensated for a sale or transaction. Therefore, we do not receive any commissions from transactions, nor is there any compensation derived from the use of any recommended investment product, brokerage or mutual fund. The client and advisor's interests are aligned to build the client's wealth. Alpha uses the latest technological advances in portfolio research, management and reporting of investment results.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Eric Hess is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Eric Hess is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Eric Hess is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Eric Hess is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Contact Eric Hess
Office Locations:
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8260 Greensboro Drive
Suite #125
McLean, VA 22102
