Megan Lokitis
CFP®
Alpha Financial Advisors, LLC
Financial Advisor
Megan Lokitis
CFP®
Alpha Financial Advisors, LLC
Financial Advisor
I believe in the value of financial planning. When done right, a strong partnership and dynamic financial plan has the power to change the course of your life. - Megan Lokitis, CFP®
Fee-Only Financial Planner serving the Charlotte, NC and surrounding area.
Megan Lokitis is a Charlotte, NC fee-only financial planner. Alpha Financial Advisors, LLC provides comprehensive financial planning and investment management to help corporate executives, physicians, lawyers, business owners, retirees, as well as expatriate clients and young professionals organize, grow and protect their assets through life’s transitions.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and NAPFA-Registered Financial Advisor, Megan Lokitis partners with individuals and families to help them design their ideal, balanced lifestyle through tailored financial planning. Megan realizes the only thing certain in life is change and therefore develops dynamic plans to help mitigate unexpected risks through proper savings, investment, tax, estate, and insurance planning strategies.
Much of Megan’s time is spent helping motivated professionals prioritize competing demands so they can successfully achieve financial clarity and independence, along with a healthy work-life balance. She believes spending time to educate clients and their families is paramount to the planning process, and by doing so, her clients are empowered to make smart money decisions early and often. Megan cares deeply about each relationship she develops and revels in uncovering the special attributes that make each client relationship unique.
At Alpha, Megan also plays an integral role in developing future leaders. She is passionate about coaching the next generation of financial planners and team building. Megan thrives on discovering the unique strengths and communication styles of others and is at her best when people around her feel that they are seen, heard, and encouraged to use their unique talents in creative ways. She has completed a 200-hour Registered Yoga Teacher Training to pursue a personal passion which has in turn, helped to strengthen her empathy and awareness of the needs of those around her.
Megan is a native North Carolinian but has also spent time in Michigan and Georgia before settling in Charlotte. After graduating from The University of Georgia with a Bachelor of Science in Family Financial Planning, Megan began her career with a fee-only firm in Atlanta. She moved to Charlotte to be closer to family and worked with Rinehart Wealth Management and Clearview Wealth Management before joining Alpha Financial Advisors in 2015.
Megan has served on the National Association of Personal Financial Advisors (NAPFA) ’s South Region Board. Megan was named a 2017 InvestmentNews 40 under 40 award winner and in 2020 she was recognized with The University of Georgia’s Financial Planning alumni “Young Financial Planning Achiever Award”. Outside of work, Megan can be found exploring the outdoors with her husband and two young children, practicing yoga, or looking for the next opportunity to enjoy outdoor music and travel.
Megan Lokitis 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.
Ann Rielley is the CEO of Alpha Financial Advisors
Our Mission Statement
We partner with clients in long-term, trusted financial advisory relationships.
We provide financial peace of mind by delivering tailored objective advice that gives clients the confidence to pursue their own passion, dreams and talents.
At Alpha, we firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring the collective vision to life. We offer every client true peace of mind. We define peace of mind as a deeply rooted confidence that comes from feeling in control and knowing your financial plan is built on a foundation of increasing self-knowledge and awareness. It is at this critical juncture – the intersection of proactive planning and peace of mind – that we believe our clients have the highest potential to realize their goals.
Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client has different ideas about what makes life great. We take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose. We strive to be a force of calm, a navigator in the face of anxiety and uncertainty that all too often accompany financial success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Retirement Income Planning
- College Education Planning
- Insurance Reviews
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Established and Growing Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Megan Lokitis 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.
-
Megan Lokitis 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.
-
Megan Lokitis was Awarded The University of Georgia’s Financial Planning Alumni Young Financial Planning Achiever Award in 2020
-
Megan Lokitis is Quoted in USA Today: "How to get your financial house in order by age 30"
-
Megan Lokitis is Named 2017 Investment News 40 Under 40 Award Winner
-
Megan Lokitis Teaches Invest Like a Boss and Values-Based Budgeting for Skillpop
Contact Megan Lokitis
Office Locations:
-
11325 N Community House Road
Suite 410
Charlotte, NC 28277
