We Quiet the Noise & Simplify the Financial Planning Experience.
Why Alpha Capital Group?
Because We Pay Attention to the Details. And to Our Clients.
At Alpha Capital Group, we believe in your ability to make decisions about money. You do that everyday. Too many firms talk at you, not with you. We value your financial experience, and believe we can best serve you by adding the value of our expertise in a relationship founded on mutual respect. We always view the products and services we recommend in terms of your needs, not ours, and we'll personally work with you to help build the future you desire.
Providing a Personal Roadmap and Peace of Mind.
Financial Planning
Our Certified Financial Planner (CFP) will take a deep dive into your overall financial health and after detailed analysis, present a customized plan for getting you over the finish line.
Research Based Wealth Management
From tax reduction strategies to risk management, our team can help high-net-worth clients get support they need.We'll develop a financial plan based on your goals and map out how those goals will be achieved through a personalized investment strategy.
Cash Management Strategies
We'll balance your portfolio with investments where cash can be readily accessed, as an option for reducing exposure to market volatility and preserving wealth.
Business Owners
By constructing a tax-advantaged retirement plan built around your needs, you can put more money back into your business and reward your employees.
Retirement & Benefit Plans
We maintain the highest level of fiduciary standards to provide our clients with investment options offering both tax advantages and plan management solutions.
Life Insurance & Annuities
Our professional certifications in this field provide a convenient, trusted source for a full range of insurance products, including term, variable and whole life policies, as well as annuities.
Risk Mitigation Strategies
Risk can be successfully managed, by utilizing the right tools and proven methods to help safeguard your financial future while maintaining progress toward your goals.
Our Team
Matthew Buckman, AAMS
Managing Partner, Portfolio Manager
Phone: 561-843-8708
Email: Matthew.Buckman@Acginv.comAddress: 111 E. Washington St. Suite 2622, Orlando, FL 32801
Born in Boca Raton, Matthew is a legacy in the wealth management business, following the success of his father whose career as a wealth manager spanned more than thirty years. He grew up learning about financial markets, and at a very young age, developed a passion for individual company analysis.
In 2015, he began his career in the financial services industry at a Northwestern Mutual. Several years later, he advanced to Raymond James & Associates as one of the youngest financial advisors ever hired in the firm's history. During his time there, he acquired his Series 7, Series 66, 2-15 License, and Accredited Asset Management Specialist designation.
Matthew and his partners founded Alpha Capital Group on the principle of due diligence-based wealth management. By maintaining a small client base, he is able to meet the highest fiduciary standard by providing highly specialized attention to each individual, including detailed research on investment opportunities. His mission is to reimagine the financial planning experience and deliver a uniquely tailored path toward financial security.
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Brandon Roberts, CFA, CFP®
Managing Partner, Private Wealth Manager
Phone: 407-973-5438
Email: B.Roberts@Acginv.comAddress: 709 SE 44th Rd, Ocala, FL 34480
Raised in Anna Maria Island, Brandon is a graduate of the University of Florida with a Bachelor of Arts in Economics, and has served in the financial industry since 2008. He first started as a trader for Raymond James Asset Management Services in St. Petersburg, Florida. He has since obtained his Chartered Financial Analyst designation, Series 7, Series 66, 2-15 License, and is a Certified Financial Planner professional.
After Raymond James, he spent several years as a portfolio manager for Morgan Stanley before ultimately becoming an independent wealth advisor. Since 2013, he has been helping clients manage their financial plans, wealth and retirement assets, as well as working with business owners on benefits solutions.
His passion for finance stems from his study of Macroeconomics at the University of Florida. Brandon takes pride in his integrity and honesty in serving as your fiduciary, and is constantly expanding his knowledge for your benefit, working to improve his skillsets and surround himself with people who are experts in their fields.
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Aaron Gilman, CFA
Chief Investment Officer, IFP
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP's asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Alpha Capital Group.
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Pete Nunley, CFA
Director, Asset Management, IFP
Pete Nunley conducts due diligence for investments and also helps manage IFPAM's model portfolios. Additionally, Pete helps financial professional with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP's Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not alliliated with Alpha Capital Group.
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Derek Wilkes
Chief Compliance Officer, Independent Financial Partners
Derek Wilkes serves as the Chief Compliance Officer for Independent Financial Partners. He is responsible for Compliance, Registration and Supervision. Derek is part of IFP’s Executive Management Team and a voting member of the IFP Investment Advisory Committee. He has many years of experience in the industry, previously in trading, operation leadership, as well as supervision for an Independent Brokerage space. He also served as front office management with Merrill Lynch and JP Morgan.
Mr. Wilkes is an employee of Independent Financial Partners and not alliliated with Alpha Capital Group.
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Our Partner
Alpha Capital Group is fully supported in our mission by Independent Financial Partners, who provide us with a full range of technological, compliance, marketing, operational and business services. This gives us access to the comprehensive financial planning resources available from plan sponsors, plan participants and private investors.
Through IFP, we have the independence to offer each client the best-in-class options for serving their individual interests. We can also leverage IFP's nationwide network of financial, legal and insurance experts to help address even the most complex issues our clients may face.
Independent Financial Partners is a broker-dealer and registered investment advisor based out of Tampa, Florida. Their independent platform empowers firms like ours through freedom of choice and a constantly evolving technology suite designed to build better client experiences.
Get the Alpha Capital Team Working With You. And For You.
Call to schedule a complimentary appointment in-person or virtually, at your convenience.