Alpha Financial Partners

Marc Cobane recently represented αlpha Financial Partners at the Kentucky Public Human Resources Association Conference in Berea, where he spoke on the importance of retirement readiness and helping employees build long-term financial confidence.

We appreciate the opportunity to connect with professionals across Kentucky and share strategies that support stronger financial futures for both organizations and their employees.

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

Today, we remember and honor those who made the ultimate sacrifice for our country. 🇺🇸

Wishing everyone a meaningful Memorial Day.

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

Introducing Trump Savings Accounts.

We’ve put together a brief overview covering what they are, how they work, and key considerations for families. Swipe through to learn more.

To access additional information about Trump Savings Accounts:
1. Visit alphaky.com/useful-websites
2. Navigate to College and Custodial Savings → Trump Savings Accounts.

If you’d like to explore whether custodial Roth IRAs, UTMAs, 529 College Savings Plans, or Trump Savings Accounts may be a better fit for your family’s goals, contact our team at 859-785-2660.

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

We’re excited to share an update with you.

In addition to Fidelity Investments, we are proud to announce that we are now approved on both Charles Schwab and Altruist platforms as custodial partners, as part of our efforts to expand our offerings and services.

This is the power of being independent and evidence of our willingness to offer the best solutions for our clients, no matter what platform limitations may exist.

If you have an account at Charles Schwab, and would like a complimentary review, please contact our office at (859) 785-2660.

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

Greg had a wonderful time last week at the National Football League Players Association (NFLPA) Joint Conference for Contract Agents and Financial Advisors in Chicago.

Besides hearing from some former players on their experience both while playing and post-playing days, he studied up on the very unique benefit package available to those blessed to be drafted into the NFL. Greg is one of only two NFLPA Registered Player Financial Advisors in the state of Kentucky and is proud to work alongside both current and former professional athletes, as well as collegiate athletes, in helping navigate their financial future.

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

We're honored to be nominated for Best of Lexington 2026.

Thank you to our clients, partners, and community for your continued trust and support. We're grateful to be part of such a strong Lexington business community.

For those wishing to vote:
Visit https://www.votelexington.com/ and navigate to Services → Financial Planner → Alpha Financial Partners

We appreciate your support!

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

2026 Best of Lexington Vote once per day from April 20 through May 8.

We’re also fortunate to be celebrating another special birthday on our team this week. Please join us in wishing Marc a very happy birthday! We’re incredibly grateful for all Marc brings to our team at αlpha Financial Partners. Wishing you a year ahead filled with continued success!

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

Please join us in wishing Joe a very happy birthday! We’re incredibly grateful for all he brings to our team and the dedication he shows our clients here at αlpha Financial Partners. Wishing you a year ahead filled with continued success!

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.

Smart planning beats luck every time.

Build your own pot of gold with a strategy designed for you. Learn more at the link in our bio.

αlpha Financial Partners, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) headquartered in Lexington, KY.