Wealth Strategy created for entrepreneursBuild Your Wealth From Inside Your Business
Entrepreneurs, you earned the win.Let's make sure you get it.
Entrepreneurs put everything on the line to produce jobs, build communities, and solve real problems at scale. YOU DESERVE a financial outcome that REWARDS your efforts, AMPLIFIES your impact, and SECURES your legacy.
Our job is to get you there.
clear communication
You’ll see exactly what’s happening, what’s next, and what’s driving results.
transparent fees
No surprises, no hidden agenda. We are 100% on your side.
fiduciary duty
Our ethics, our values, our licenses require us to act in your best interest.
Being An Entrepreneur
Is Different
You have unique financial needs that traditional firms and strategies don't address.
When 80% of your net worth is in your business, your wealth plan needs to start and end with your business.
Made For Business Builders
HONEST TRUTH
An ally
strength in character
quarterback
You're Our Kind Of Leader
You have a goal or mission bigger than just growing your business. You started your business for the extraordinary impact you could make.
You want your wealth to provide freedom for yourself and you want it to create something greater.
Because that's the point of real wealth: not just accumulation, but activation for your cause and your next big move.
All The Pieces Coming Together
CFO-Level Support
Focusing on your business as a wealth-creating engine to drive independence, scalable systems, and increase enterprise value.
Wealth Management
Converting business value into stability and legacy to deliver the freedom, flexibility, and impact you envisioned when you first started.
Frequently Asked Questions
How is ALFA different from a traditional wealth manager?
The answer depends on who you are.
Entrepreneurs are our specialty. Their wealth lives in their business, not a portfolio, and that requires a completely different set of strategies than what traditional wealth management offers. Most advisors start with the money you have available to invest and build from there. We start with your business, because that's where the real opportunity is.
For everyone else, it depends on what you're looking for. We're not a fit for everyone, and we'd rather tell you that upfront. What draws people to us, regardless of their situation, is the approach: treat your full financial picture as a system, coordinate all 8 dimensions of your wealth, and build toward something that actually means something to you. If that's what's missing, we should talk.
Isn’t a wealth advisor for when I have lots of money after I sell? Why do I need a wealth advisor now?
Because the decisions you make while your business is growing have a bigger impact on your eventual wealth than almost anything you'll do after. A problem arises when an entrepreneur is so focused on building the business that the financial strategy around it gets deferred. And deferred decisions have a cost. Missed timing on tax strategy, the wrong entity structure, compensation that isn't optimized. The entrepreneurs who end up with real wealth aren't necessarily the ones who built the biggest businesses. They're the ones who had a strategy running in parallel the whole time.
Most of my net worth is in my business. Is that a problem?
Not inherently, but it does mean your financial strategy has to account for that reality, and most don't. The conventional playbook is built for people with diversified portfolios and predictable income. That's not you.
When the majority of your wealth is concentrated in your business, everything depends on that business performing, staying healthy, and eventually converting into liquidity. A lot can go wrong between here and there, and a lot of value can be left on the table if you're not actively managing toward that outcome. The goal isn't to take wealth out of your business, it's to make sure your business is pulling every possible lever to create it.
Do you work with my existing advisors?
Yes and this is one of the most important things we do. You may already have a CPA, an estate attorney, an insurance advisor. They're all valuable. The issue is that advisors working independently often give advice that conflicts or leaves gaps. Nobody's wrong, they just each have a partial view. We coordinate with your existing team so everyone is aligned and executing toward the same goal. You stop getting conflicting advice and start getting a strategy.
How do I make sure I'm not leaving money on the table with taxes?
Tax strategy for entrepreneurs isn't a once-a-year conversation with your CPA, it's a year-round discipline that has to be integrated with your business strategy, your compensation structure, your entity setup, and your long-term wealth plan. The biggest tax mistakes entrepreneurs make aren't from doing anything wrong. They come from not seeing far enough ahead. A decision that looks fine today can have a significant cost five or ten years from now if nobody gamed it out in advance. Our job is to make sure you have the full picture before you make the call, not after.
If this sounds like you, we'd love to meet
Big heart. Big vision. Big commitment.
Meet Anthony Englert, CEPA®
Anthony’s commitment to entrepreneurs is personal. He watched his parents pour their lives into a small business, yet still struggle financially. It showed him that while entrepreneurs create extraordinary value, the wealth industry has left them behind.
ALFA Advisory exists to change that by helping founders turn the impact they create into the personal wealth that gives them freedom, options, and the ability to serve their bigger cause.