Alpha Financial Advisors, LLC
Alpha Financial Advisors, LLC
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 the long-term vision. - Nick Barringer, CFP®
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Nick Barringer 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, Nick Barringer specializes in designing and implementing financial plans for clients. Nick values the present moment that we are given and attempts to take full advantage of all opportunities. He believes that the key to enjoying life is not regretting past decisions or anxiously worrying about the future. Utilizing planning to isolate the variables that can be controlled can help put your mind at ease as you work towards your goals and dreams. Nick strongly believes the key to planning is to start early and stay disciplined. In addition to his advisory role at Alpha, Nick also serves a leadership role on Alpha’s Investment Committee.
Prior to joining Alpha in 2013, Nick worked for 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 finds tremendous value in giving back to the community by volunteering for many different non-profits. Currently, he is the Area Chairman for the Charlotte Ducks Unlimited Chapter and serves on the NC State Board for Ducks Unlimited which raises awareness and funds for the conservation of America’s wetlands. He has also actively engaged with the Tarheel Trailblazers working on a local project in Belmont for The Rocky Branch Trail Project and served on the NAPFA South Regional Board to support the independent, fee-only professional association.
Outside of work, Nick prioritizes his love for the outdoors and exercise to help keep a healthy balance in life, both mentally and physically. This includes being a part of F3, hunting, fly-fishing, or mountain biking. Nick is married to his wife, Merritt, and they have two young boys who keep the pace of life very fast right now! They live in Belmont, NC where they enjoy the community feel and proximity to all the outdoor activities.
Nick Barringer 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.
- 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 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.
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.
Nick Barringer is Quoted on WTOP News: "11 Steps to Make a Million With Your 401k"
Nick Barringer is Quoted on Think Glick: "When Should I See a Financial Planner?"
Nick Barringer is quoted on Yahoo Finance: "7 Bad Investing Habits That Are Holding You Back"
Nick Barringer is Quoted in Financial Planning Magazine: "'It's Not 2008': Advisors Try to Quell Client Fears"
Alpha Financial Advisors, LLC Named Top 9 Best Financial Advisors in Charlotte, NC and Asheville, NC by Advisory, HQ
Nick Barringer is the Area Chairman for the Charlotte Ducks Unlimited Chapter
Nick Barringer Teaches Invest Like a Boss and Values-Based Budgeting for Skillpop
Contact Nick Barringer
11325 North Community House Road
Charlotte, NC 28277