1987
Rooted in Trust and Transparency
Our journey began in 1987, not on Wall Street, but in Alexandria, VA. Our financial advisory firm was founded by fiduciary visionaries – a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® couple whose mission was to bring “Transparency and Competency” to the financial services industry they viewed as being plagued by greed and aggressive sales practices. Since those early days, our enduring path has been to attract and collaborate with like-minded fiduciary professionals whose daily ethos is to place clients’ interests ahead of all else and help them optimize their financial lives.
2021
Hightower Strategic Alliance: Amplifying Your Success
In 2021, we joined forces with Hightower Advisors, one of the leading financial services firms in the nation. Think of it as adding a broader arsenal of forward-looking technology and comprehensive planning services to our existing commitment to personalized wealth management, all focused on amplifying your financial success. This partnership helps ensure you benefit from the collective capabilities and resources necessary to optimize your financial outcome.
Meet Your Financial Champions:
Thought Leadership with a Human Touch
The secret weapon of Alexandria Capital? Our incredible team! We’re more than just a collection of financial advisors with fancy acronyms (though some of us do rock the CFA, CFP®, and CPA). We’re a team of dedicated and experienced financial advisors who are passionate about understanding your story and aspirations.
We are skilled listeners, patient educators, and the architects of your financial future. Combined with the vast resources of Hightower Advisors, we create a formidable force, equipped to handle every facet of your financial life. From weathering market storms to crafting tax-savvy investment strategies, we’re by your side every step of the way.
Alexandria | Hightower Difference
Beyond Investments: Your Holistic Financial Journey
At Alexandria Capital, we believe in a life-cycle focused financial planning system. Our Total Wealth Solution™ goes beyond just investment planning. We take a holistic approach, working closely with you across a broad spectrum of areas, including private banking services, advanced tax and estate planning, and custom portfolio design. We are your one-stop shop for crafting a comprehensive financial roadmap that adapts and evolves alongside your changing needs and life stages. This helps ensure your financial plan remains relevant and continues to support your long-term goals.
Independent-minded and Fiduciary-Focused: Your interests simply come first. We are a fiduciary financial advisor, legally obligated to act in your best financial interests.
Experienced Think Tank: Our team boasts deep and varied experience and holds esteemed industry credentials. Our Think Brilliant Platform™ is a collaborative environment where wealth advisors, research analysts, and tax and legal professionals share knowledge and insight to help ensure you receive the most well-rounded and effective financial advice.
Ensemble Approach: We believe in a team-based approach to wealth management. A dedicated team of professionals from varying disciplines and departments of the company, will oversee and review every aspect of your financial plan. This multi-layered approach helps ensure comprehensive support and a home-grown system of checks and balances, ultimately delivering an enhanced level of client service.
Life-Cycle Focused Planning: Our “Total Wealth” philosophy caters to your evolving needs throughout life, whether you’re just starting your career, approaching retirement, or looking to plan for your family’s future.
National Reach, Boutique Service: Enjoy the personalized attention of a boutique business backed by the national resources of Hightower Advisors. This powerful combination gives you access to compelling technology, a broader range of investment options, and advanced planning services, all while maintaining a close and personal relationship with your dedicated Alexandria Capital team.
Hightower Awards and Recognition*
131
OFFICES NATIONWIDE
35
STATES OF OPERATION
189.7
ASSETS UNDER ADMINISTRATION
156.1
ASSETS UNDER MANAGEMENT
*Data current as of 6/30/2024
FORBES
Best-In-State Wealth Advisors, 2016–2023
Top Next-Generation Wealth Advisors, 2016–2022
Top Wealth Advisors, 2017–2023
Top Women Wealth Advisors, 2017, 2018, 2020, 2021
INC.*
Inc. 5000, 2012–2017, 2020,2022, 2023
Best-Led Companies, 2021
*An application fee was paid to be considered for the above Inc. awards
THE FINANCIAL TIMES
FT300 Top RIAs, 2015–2023
BARRON'S*
Top 100 RIA Firms, 2020–2023
Top 1,200 Advisors by State, 2012–2023
Top 100 Independent Advisors, 2013–2022
Top 100 Women Advisors, 2017, 2018, 2020, 2021
*Compensation has been paid for the ability to use the Barron’s award in marketing materials.
SARASOTA
9040 Town Center Parkway
Lakewood Ranch, Florida 34202
(941) 445-8800
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