Alpha Financial Advisors, LLC
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Tyler Weaver 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.
Tyler Weaver is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who is passionate about helping clients find their “why” and working with them to build a plan to accomplish the goals that are most important to them. Tyler is a member of Alpha’s Investment Committee and is actively involved in the day-to-day management of client portfolios. Tyler is currently pursuing the Chartered Financial Analyst (CFA®) designation as part of his commitment and passion to build upon his investment knowledge and expertise.
Tyler joined the Alpha team in 2017 after earning a degree in Finance (CFP® education track) from Virginia Tech. While at Virginia Tech, Tyler also earned a minor degree in International Business. He spent a semester studying in Switzerland, and this priceless experience reinforced his interest in the global economy and his passion for immersing in new cultures. This also sparked an interest in learning more about the intricacies of financial planning opportunities for global professionals and how he can potentially add value in this area.
Outside of work, Tyler is an avid reader and constantly seeks new knowledge to further his understanding of people and the world at large. Tyler loves live music and is currently counting the days until he can safely attend a concert. When Tyler isn’t reading or listening to music, you may find him ardently following his favorite professional sports teams which include the Red Sox, Celtics, Washington Football Team and Liverpool FC. Tyler also enjoys any activity that takes him outdoors or to new horizons both home and abroad. He is hoping his next adventure will take him to Australia and New Zealand.
Tyler Weaver 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 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
Tyler Weaver 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.
Tyler Weaver 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 Tyler Weaver
11325 N Community House Rd
Charlotte, NC 28277