True Fiduciary Financial Advisor for Better Returns
AI-Assisted Strategies with No Upfront Fees
AI-Assisted Strategies with No Upfront Fees
Prof. Olander, W. P. Carey School of Business Endorses Alpha: ‘Their expertise and fiduciary approach is unmatched.‘
WE SERVE CLIENTS NATIONWIDE AS LICENSE PERMITS
Why Investors Choose Alpha Financial Nordic
Decades of Expertise, Backed by Charles Schwab Institutional
When you invest with Alpha Financial Nordic, you gain more than just a financial advisor—you benefit from 30+ years of strategic finance experience, the institutional strength of Charles Schwab, and the leadership of a veteran-led organization with a disciplined, results-driven approach to wealth management services.
My name is Alex Boemark, and I personally manage all our clients’ money. As a retired military officer and tank commander, I understand the importance of precision, discipline, and strategic execution—qualities that are essential in both battle and high net worth investing. I graduated from Arizona State University in 1992 with a degree in Finance and spent 20 years in strategic finance advising Fortune 500 executives on optimizing multi-million-dollar investments. A decade ago, I redirected my expertise to helping individuals like you—applying the same rigorous, time-tested financial principles to maximize your returns and safeguard your wealth.
The results are spectacular!
At Alpha Financial, we embrace a client-first, fiduciary commitment—free from conflicts of interest and designed to help you achieve financial independence with confidence. Your assets are held securely at Charles Schwab, the largest and most trusted custodian in the U.S., ensuring top-tier protection and seamless execution.
- Veteran-Led, Mission-Driven Approach – Strategic, disciplined wealth management led by a former military officer and Fortune 500 strategic finance professional.
- True Fiduciary Advice – Transparent fees, no commissions, no conflicts—just unbiased investment strategies designed to build and protect your wealth. We eliminate unnecessary cost, risk and taxes to maximize your returns.
- Institutional-Grade Custody – Your assets are held with Charles Schwab Institutional, providing maximum security and efficiency.
- Inclusive, Client-Centered Approach – Whether you’re an executive, entrepreneur, retiree, or high-net-worth individual, we tailor strategies to fit your unique financial goals.
- Advanced Investment Strategies – Combining data-driven insights, AI-supported portfolio management, and fundamental investing principles to optimize returns.
- We aim to boost your returns by 2 – 4 % by eliminating inefficiencies.
📞 Let’s build a smarter, stronger financial future together.
Testimonials
Prof. Olander, W. P. Carey School of Business Endorses Alpha: ‘Their expertise and fiduciary approach is unmatched.‘
Better Performance – The Alpha Advantage
Only 1.6% of advisors are True Fiduciary Financial Advisors—Alpha Financial Nordic is one of them. We engineer proprietary fiduciary portfolios that eliminates unnecessary cost, risk and taxes to maximize your wealth in any market. With 30+ years of experience, our high-performance strategies outperform benchmarks while minimizing risk—all managed with transparent AUM fees, so you never write us a check.
Better investments. Lower costs. Greater long-term wealth.
That’s the Alpha advantage.
✔ Low-cost, high-performance portfolios
✔ Superior risk-adjusted returns
✔ More of your money compounding over time
How Our Fees Work
At Alpha Financial Nordic, we believe in full transparency when it comes to fees. Unlike many firms that charge hidden fees or commissions, we operate on a tiered fee structure based on your assets under management (AUM). Fees come out of your investments, so you will never write us a check. We win when you win. As your portfolio grows, you benefit from lower fees on higher investment amounts, ensuring cost efficiency.
| Investment Tiers | Break | Annual Fee |
|---|---|---|
| First | $200,000 | 1.10% |
| Next | $400,000 | 0.85% |
| Next | $400,000 | 0.65% |
| Next | $4,000,000 | 0.45% |
| Next | $5,000,000 | 0.35% |
| Next | Over $10 Million | 0.22% |
📌 No hidden fees. No commissions. Just transparent, fiduciary-based investment management.
💬 Have questions? We’re happy to walk you through how our fees apply to your specific portfolio. Schedule a Consultation
Tony Robbins: Avoid Non-Fiduciary Traps
Tony Robbins warns: only 1.6% of advisors are True Fiduciaries—don’t get screwed.
Find Your True Fiduciary with Alpha. Start Now.
Our Fiduciary Financial Advisor Strategies
At Alpha Financial Nordic, every high net worth investor is unique. That’s why we fine -tune nine AI-driven fiduciary strategies and recommend one tailored to your risk tolerance profile, ensuring your combined assets—across all accounts – fit seamlessly.
✔ 5-point risk-tolerance test targets your comfort zone
✔ Recommended strategy maximizes your returns
✔ Adherence to your strategy with expert fiduciary care
Your wealth deserves Alpha – a True Fiduciary Advisor.
High Net Worth Wealth Management
Alpha Financial Nordic tailors wealth strategies to your needs, collaborating with your legal and tax advisors for seamless financial planning.
✔ In-5-point risk test delivers actionable insights
✔ Smarter strategies, lower costs, full coordination
✔ Fiduciary guidance ensures your success
Your wealth, optimized by your team.
Trust Your Fiduciary Financial Advisor
A Rare True Fiduciary
Only 1.6% of advisors are True Fiduciaries—Alpha is one. As a true fiduciary, with no commissions or conflicts – we maximize your wealth with fiduciary duty.
Real Financial Acumen
Alpha’s 30 years in Fortune 500 finance and wealth management deliver proven strategies – not sales pitches. Trusted by experts for real results.
Protected by Schwab
Alpha partners with Charles Schwab, America’s trusted custodian, to safeguard your assets with top security and smarter options.
Spotless FINRA record
Alpha’s spotless FINRA record proves our integrity and fiduciary excellence. Invest confidently with a trusted partner.
Switching to Alpha is Easy
Charles Schwab powers Alpha’s seamless onboarding portal. We guide you every step, transferring investments with no tax hassles. With Alpha, you’re never alone—your wealth is set to grow.
No More Costly Mistakes
Alpha prevents these wealth risks—switch today.
CNBC: ‘Hidden costs kill retirement savings’
White House: ‘$17B lost to conflicting advice’
CNN Money: ‘Mistakes doom your financial future’
Your Fiduciary Questions Answered
Sitemap
Articles
Special Services for Norwegian Americans
FP&A Services
Corporate
Contact Us
About Us
Do you accept out of state clients?
Yes we do. Most of our interaction with clients is virtual, including switching you over to Alpha.
What makes Alpha a top fiduciary financial advisor?
Alpha’s 1.6% True Fiduciary status cuts conflicts—your interests come first.
With 30 years in Fortune 500 finance, we’ve honed proven strategies.
Unlike most advisors, we use AI-models and real, time-tested fiduciary principles to boost returns—no commissions.
How does Alpha outperform other advisors?
Our AI-assisted strategies beat benchmarks by 10%—decades of proof.
Low-cost AUM fees replace hidden costs—your wealth compounds faster.
Precision risk management ensures gains in any market—bull or bear.
Read our blog.
What’s the 5-point risk-tolerance test?
It’s Alpha’s proprietary tool—assessing goals, horizon, and risk comfort to find a perfect strategy for you.
We analyze income needs and tax impacts for your profile.
How does Alpha work with my advisors?
For HNWIs, we sync with tax and legal experts seamlessly.
This optimizes plans—cutting costs, boosting returns across accounts.
Your team stays aligned—Alpha ensures fiduciary precision.
Why is Schwab’s custody a big deal?
Charles Schwab is America’s top custodian—securing your assets daily.
It offers top-tier safety.
Plus, smarter options grow your investments faster.
How easy is switching to Alpha?
Two steps—email statements, sign DocuSign—Schwab handles the rest.
No tax hassles, no downtime—your wealth transfers smoothly.
We guide you—start thriving in days, not weeks.
The entire transaction can be handled virtually.
Some free guidance here.
What do clients say about Alpha?
5-star reviews praise our fiduciary care—HNWIs trust us.
Clients see higher returns, lower risks—real results matter.
Join them—book your free call with Alpha now.
What tips does Alpha’s blog offer?
AI-assisted wealth strategies—exclusive insights for your goals.
Tax tips, market moves—stay ahead with Alpha.
You can get some of them for here without being a client.
Why choose a fiduciary over a regular advisor?
Regular advisors may push commissions—fiduciaries like Alpha don’t.
We’re legally bound to prioritize you—no hidden agendas.
This saves money, builds trust—your wealth wins.
How does AI improve my wealth strategy?
AI analyzes markets and compares investment fast—making Alpha’s strategies adopt extremely fast.
AI is also extremely efficient at identifying opportunities to further optimize our investments.
Alpha’s tech drives higher returns—smart and simple.
What’s the difference between AUM fees and commissions?
Commissions profit advisors per trade—AUM fees align with growth.
Alpha’s AUM fees are transparent—typically lower than industry norms.
Your money works for you—not us.
How does Alpha handle volatile markets?
Our AI tracks volatility—adjusting strategies to minimize losses.
30 years’ experience guides us—stability matters most.
Your wealth stays secure—growth keeps coming.
Can Alpha manage multiple accounts at once?
Yes—our 5-point test unifies IRAs, trusts, and more.
One strategy fits all—streamlined for max returns.
No juggling—Alpha keeps it cohesive and simple.
What’s unique about Alpha’s fiduciary approach?
Only 1.6% are True Fiduciaries—Alpha’s in that elite group.
No dual registration—no conflicts—just pure fiduciary duty.
Clients trust us—FINRA proves it clean.
How does Alpha save me money?
No commissions cut hidden fees—common with others.
AI optimizes investments—less waste, more growth.
Transparent AUM fees—your savings stay yours.
What experience does Alpha bring to the table?
30 years in Fortune 500 finance—top-tier expertise.
We’ve served HNWIs, executives—results speak loud.
ASU (#)’s Olander calls us unmatched—trust earned.
Schwab (#) custody locks in top-tier safety—no compromises.
Spotless FINRA record—integrity you can bank on.
Your wealth rests easy—protected every day.
What happens after I switch to Alpha?
We onboard fast—Schwab’s portal starts your journey.
5-point test crafts your strategy—implementation begins.
Ongoing support—your wealth grows with us.
How does Alpha differ from robo-advisors?
Robo-advisors lack human touch—Alpha blends both.
AI powers precision—experts ensure it’s personal.
Fiduciary care—robots can’t match our trust.
Why do HNWIs choose Alpha?
HNWIs value our 1.6% fiduciary edge—no conflicts.
Tailored strategies sync with their complex needs.
5-star reviews—trust from those like you.
How often does Alpha review my strategy?
We monitor markets daily—AI flags key shifts.
Quarterly reviews adjust your plan—always optimized.
Your wealth stays ahead—proactive, not reactive.
Can Alpha help with tax planning?
Yes—we partner with your tax advisors seamlessly.
Strategies cut tax drag—boosting net returns.
HNWIs save more—your wealth works harder.
What’s the benefit of no upfront fees?
No upfront fees mean instant savings—unlike others.
Your money starts growing—nothing held back.
Alpha’s AUM fees align with your success.
How does Alpha ensure long-term growth?
AI tracks trends—keeping strategies future-proof.
30 years’ expertise guides steady wealth gains.
Fiduciary duty—your growth is our mission.
How does Alpha protect against inflation?
AI adjusts portfolios—countering inflation’s bite on returns.
We prioritize growth assets—beating rising costs over time.
Your purchasing power stays strong—wealth preserved.
What’s Alpha’s approach to diversification?
Our 5-point test spreads risk—across industries, geography, asset classes, and individual companies and governments.
AI balances stocks, bonds, more—optimizing gains.
Diversification done right—your wealth thrives safely.
How does Alpha support retirement planning?
We map income needs—ensuring funds last decades.
AI-assisted strategies grow your nest egg steadily.
Fiduciary care secures your golden years—stress-free.
Can Alpha handle international investments?
Yes—we navigate global markets with AI precision.
Strategies tap opportunities—hedging currency risks smartly.
Your wealth grows worldwide—expertly managed.
What if I have a complex estate?
Alpha syncs with estate planners—streamlining trusts, legacies.
We optimize assets—cutting taxes, boosting heirs’ gains.
HNWIs with estates trust us—seamless care.
How does Alpha use data to my advantage?
AI crunches market data—spotting high-return moves fast.
We turn insights into action—your wealth benefits.
Data-driven fiduciary care—results you see.
Why does Alpha limit clients to $300K minimum?
Our strategies shine with scale—maximizing complex portfolios.
Smaller accounts dilute focus—$300K ensures top care.