Eric D. Hess,  CFP<sup>&reg;</sup> - Financial Advisor

Eric D. Hess, CFP®

ChFC

Financial Advisor

Alpha Financial Advisors, LLC

8260 Greenboro Dr, Ste 125
McLean, VA 22102
FINANCIAL ADVISOR'S WEBSITE
(866) 399-4950
(703) 442-7686
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General

Eric Hess is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Alpha Financial Advisors, LLC in McLean, VA and the surrounding communities.

Financial Advisor Overview

Alpha Financial Advisors, LLC. is a rare independent fee-only investment management firm that represents the interests of individuals and provides ongoing holistic financial advice based on a client's unique risk tolerance and financial goals. Our client service and attention to detail is an area of specialization for our firm.



At Alpha, your advisor works for you. Our financial firm differs from the traditional stock brokerage firm in that your advisor is legally bound to provide objective, expert financial advice and charges a fee rather than representing a firm's interest and being compensated for a sale or transaction. Therefore, we do not receive any commissions from transactions, nor is there any compensation derived from the use of any recommended investment product, brokerage or mutual fund. The client and advisor's interests are aligned to build the client's wealth. Alpha uses the latest technological advances in portfolio research, management and reporting of investment results. Client accounts are held at Charles Schwab Institutional, the largest institutional custodian for registered investment advisors. Decisions are based on the economic benefit to the client. Call for a free, no obligation, zero pressure, consultation.

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Financial Advisor Experience

Eric D. Hess, CFP™, ChFC®



Senior Financial Advisor



Principal / Director

Eric Hess, CFP™, ChFC®, is a widely respected and trusted member of the financial advisor community. His professional designations and memberships demonstrate his dedication to maintaining the highest level of excellence and ethics in his profession. Eric is currently the Past Chairman of the Board of the National Capital Area Financial Planning Association, one of the largest chapters of the FPA in the United States. He is also a member of the distinguished National Association of Personal Financial Advisors (NAPFA). 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 membership separates those who work for the client as a fiduciary from those that work for and in the interest of the bank, brokerage firm or insurance company.



Eric was conferred degrees in Business Management and Economics from Eckerd College in 1991. Eric founded Hess Financial Services, Ltd. as an independent registered investment advisor in 1992. After growing the business and assembling an exceptional team of experienced financial professionals, the firm was aptly renamed Alpha Financial Advisors, LLC in December, 2000. Eric has helped hundreds of families in the Washington area achieve their financial goals.



Eric's ongoing studies have earned him the professional designations of Certified Financial Planner™ and Chartered Financial Consultant®, giving clients assurance of integrity, insight and reliability. These two designations are testimony to Eric's comprehensive preparation in the financial planning process, his commitment to continuing education, and dedication to maintaining the highest ethical standards. Eric was raised in Clifton, Virginia and still resides in Potomac Falls, Virginia. After over two decades of financial management experience, Eric firmly believes his clients deserve an authentic financial advisor who uses exceptional skill and care to understand a client's needs and delivers an experience that is comfortable and sustainable.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources