About Us

Your Financial Life, Fully Aligned

We do things differently. We bring every piece of your financial life into one coordinated, proactive strategy—built around your goals, your family, and your future.

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Modern Financial Wisdom

we help our clients build lives, not just portfolios.

We don’t just manage capital. We help you define what success looks like and build the roadmap to get there.

Comprehensive by Design

From investment strategies to tax optimization, insurance to estate planning, we integrate all parts of your financial life into a single, aligned strategy.

Client-First, Always

We don’t push products. We build relationships. Whether advice, planning, or protection, we approach every decision through one lens: what moves you closer to your goals.

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our differentiator

At AlphaTrust, personal attention isn't a perk. it's the foundation.

By staying intentionally small, we’re able to offer high-level expertise with hands-on service. You’re never just a number and you're always part of the plan.

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"When I started AlphaTrust, it was because I saw too many people treated like account numbers instead of real people with real goals. At the big firms, you can get lost in the shuffle. Here, you get our full attention. Your story, your needs, your future."

"We work with a select number of clients so we can dive deep into your financial picture, understand your goals, and help you plan with intention. We built this firm to be boutique, so we can focus on what matters most: helping you make decisions with clarity and confidence, every step of the way."

Built to Grow With You

A Financial philosophy grounded in personal alignment

We build wealth with purpose. AlphaTrust takes a forward-thinking, evidence-based approach to financial management that aligns with your unique goals, timeline, and risk.

Long-Term Thinking. Short-Term Discipline.

Markets fluctuate. Your vision shouldn’t. Our strategies are designed to weather market cycles while staying focused on your long-term outcomes.

Custom Portfolios. Aligned to You.

No two lives or legacies look the same. That’s why every wealth strategy we build is tailored to your profile, timeline, and total financial picture.

Financial planning isn’t a one-time event. it’s a lifelong partnership.

Built for the Long Haul

We grow with you, adapting your plan as life, markets, and goals evolve. These will all change. Our commitment won’t.

here for every chapter.

Whether you’re navigating a business exit, preparing for retirement, or thinking about the next generation, we’re here to help.

100+

Years Of combined
Experience

Meet our Founder & President – Jeffrey Burg

With decades of experience in investments, planning, and advisory leadership, Jeff brings a steady hand, clear vision, and deep accountability to every client relationship.

Investment Approach

We don’t chase trends. We design portfolios aligned with your goals, risk tolerance, and long-term plan.

Trusted Stewardship

Our team serves as a steady hand, helping you navigate life’s complexity with confidence and care.

Financial Freedom

Financial freedom means more than a number. It means having the clarity and control to live the life you want.

The AlphaTrust Principles Behind Every Plan

We believe great financial planning starts with great values. Ours have been carefully chosen to reflect not just how we work, but why we work.

Trusted Judgment

We earn and keep trust by providing thoughtful, honest guidance when decisions are complex.

Clarity Through Complexity

Our role is to simplify the path forward and help our clients make confident, informed decisions.

Value-Driven Thinking

We are focused on impact from strategy to execution. Every recommendation is designed for lasting value.

We are a boutique financial + tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

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Call / Text Us
(480) 681-0200
Email Us
connect@alphatrustadv.com

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors^® are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge does not provide tax or legal advice, but AlphaTrust Advisors^® does. Please review our Client Relationship Summary and other disclosures for important information about how we work with our clients.