February 8, 2024
By Jake Indursky
Alfa Advisory will provide financial planning to entrepreneurs and business owners.
Former Goldman Sachs advisor Anthony Englert has announced the launch of Alfa Advisory, a practice based in Denver, Colo.
According to the company website, Alfa will focus on working with entrepreneurs and business owners.
Alfa has partnered with Sanctuary Wealth, which provides advisors with technology, infrastructure and other back-office support.
‘Alfa is all about entrepreneurs and business owners — heroes with the vision, passion and determination to change the world,’ stated Englert. ‘We are here to make sure nothing gets in their way — working together every step of the way to help them scale their vision, build more wealth, and achieve greater impact faster.’
Alfa offers services including financial planning, investment management, retirement planning, tax and estate planning, insurance and risk management and philanthropic strategies. The company’s name is an acronym for ‘abundance, leadership and freedom accelerated,’ according to a press release.
‘We believe that each positive decision can create ripples of impact that lead to exceptional outcomes,’ stated Englert. ‘We call it the Alfa effect — enhancing value through a structured planning process that includes a strategic roadmap, complete analysis, tailored alignment of services, and ongoing implementation and monitoring.’
