Jeffrey Alderfer
CFP®
Islamorada Investment Management
CERTIFIED FINANCIAL PLANNER™
Jeffrey Alderfer
CFP®
Islamorada Investment Management
CERTIFIED FINANCIAL PLANNER™
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Alderfer, CFP®
Fee-Only financial planner located in Chadds Ford, PA, serving clients locally and across the country
Jeffrey Alderfer is a Chadds Ford, PA fee-only financial advisor serving clients locally and across the country. Islamorada Investment Management provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Alderfer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
A native of Harleysville PA, Jeffrey Alderfer earned a Bachelor of Science degree in Aeronautical Engineering from the US Air Force Academy, and a Master of Science in Systems Management from the University of Southern California. After serving more than twenty years as an active-duty Air Force pilot, he returned to Pennsylvania where he earned the Certified Financial Planner credential and founded Alderfer Financial Planning LLC in Wyomissing, PA.
After the events of 9/11/2001, Jeff volunteered to return to the cockpit with the US Air Force Reserve, and in 2003 he completed an extended tour of duty in the Middle East flying combat missions supporting our troops in Afghanistan and Iraq. Returning again to civilian life, he continued to serve part-time in the Air Force Reserve, retiring (for the second time) in 2009 at the rank of Colonel.
During this time, Alderfer Financial Planning continued to grow, eventually becoming Convergent Financial Strategies LLC, where he served as the Director of Financial Planning. In 2016 Jeff accepted a buy-out offer from his two partners, and subsequently began teaching personal finance as an adjunct professor at Temple University, which continues to this day. In 2023, Jeff joined Islamadora Investment Management where he oversees financial planning services and firm operations.
In his spare time, Jeff enjoys trail running, riding his BMW R9T, and spending time with his wife Alix and daughter Amy.
Jeffrey Alderfer 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.
Founded in the Florida Keys in 2008, Islamorada Investment Management is a fee-only Registered Investment Advisor specializing in investment and planning services for individuals, families, retirees and small business owners throughout the U.S.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Management
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
Ideal Clients
- Business Owners and Executives
- Federal Employees
- Retirees and Near Retirees
- Growing Families
Working Together
- No Product Sales
- Complimentary Initial Consultation
- Clearly Defined Fees
- Virtual Meetings
Professional Designations & Affiliations
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Jeffrey Alderfer 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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Jeffrey Alderfer 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.
Contact Jeffrey Alderfer
Office Locations:
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4 Arrow Lane
Chadds Ford, PA 19317
