Alpha Financial Advisors, LLC
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Nick Barringer values the present moment that we are given and attempts to take full advantage of all opportunities. The key to enjoying life is not regretting our past decisions or living anxiously about the future. Utilizing planning to isolate the variables that we can control leaves your mind at ease as you work towards your goals and dreams.
Nick strongly believes there is no age too young for planning. The key is to start early and stay disciplined. Working with young professionals early in their career offers the opportunity to set the right foundation for a life full of success. Planning in this capacity helps free your mind to focus on the activities in life that make you happy.
Nick is active in the community and spent 4 years as Treasurer for a Boy Scouts Troop targeted to engage at-risk youth. Nick also serves as the Banquet Chairman for the Charlotte Ducks Unlimited Chapter which raises awareness and funds for the conservation of America’s wetlands.
Outside of work, Nick prioritizes exercise to maintain a healthy balance in life, both mentally and physically. This includes working out, hunting, fly-fishing, hiking, or just relaxing on the water. Nick is married and lives in Madison Park with two dogs. They enjoy riding their bikes around town, spending quality time with friends and family and taking trips to the mountains or the coast.
“As an outdoorsman, I see my role as a planner being similar to a guide. As your ‘guide,’ there will be many complex decisions presented during life and I am there to provide stability in the short-term while maintaining focus on your long-term vision.”
Prior to joining Alpha, Nick spent 4 years with the State Employees Credit Union (SECU) where he served as both a Trust and Senior Financial Services Officer. Nick graduated from Appalachian State University with a Bachelor of Science in Business Administration in Finance and Banking with a concentration in Financial Planning.
Nick Barringer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (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.
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 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Nick Barringer is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (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.
Nick Barringer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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 Nick Barringer
11325 North Community House Road
Charlotte, NC 28277