Financial Planning and Advice
Alden is a modern financial services company focused on providing products and services that help our clients meet their investment goals. We serve financial professionals and their clients in a variety of capacities including wealth management and advisory, asset management and broker/dealer capabilities.
A Leader in Financial Planning & Wealth Management
Founded in 1995, Alden Investment Group is an independently owned financial services firm comprised of a broker-dealer, Alden Securities, and Registered Investment Advisor, Alden Capital Management. We offer a diverse menu of services including individual asset management, institutional research, investment banking, retirement plans, private placements, trading services and other RIA/BD offerings. By combining the resources of our own asset management and broker/dealer entities, we have a large degree of control and flexibility around our businesses. In addition, our independence from large brokerage companies allows us to utilize a wide range of products not available at other firms to help our clients achieve their financial goals.
Private Client Group
Access to More Investment Options
Technology is changing the way both people and companies invest, manage assets, borrow money, and raise capital in the ever-evolving regulatory landscape. At Alden Investment Group, we understand how to access a wide variety of investments and utilize our team’s many decades of experience and expertise to navigate the investment universe and find the best places for our client’s assets.
$350 million AUM
Over 24 years in business
Why Choose Alden Investment Group?
At Alden Investment Group, we believe providing investment solutions involves several key considerations. To best serve client needs we seek traditional and new investment opportunities while providing regulatory compliance, appropriate disclosures, investment transparency as well as investment and product fees which offer value. In addition, Alden Investment Group has close relationships with several specialized broker/dealer and RIA peers to provide highly value-added Alden services to our clients.
Team of professional brokers/dealers and registered investment advisors
We can tailor our services to meet the needs of advisors and their clients
Our platform offers flexibility and a diverse set of investment solutions
Operations & Marketing Support
We facilitate investments in many different strategies and products
Experienced, dedicated compliance staff to support your business
Wall Street-grade investment research, events, and seminars
Anthony V. McCracken Jr., CFP®
Managing Director – Retirement Plans | Philadelphia, PA
“I joined Alden to increase available product offerings and for the ability to act as a Fiduciary when working with clients. Joining Alden provided more control over our business and the freedom and autonomy to truly put our clients’ interests first.”
A. Carter Gardy, Jr. – MBA, CRPS®
Sr. Managing Director – Defined Contribution & Investments | Philadelphia, PA
“Since joining Alden, I have been given the opportunity and flexibility to grow my 401(k) practice. Alden truly understands the importance and roll Defined Contribution strategies play for our business clients.”
Alden in the News
Jenkintown, PA – Alden Investment Group and BancList, the nation’s leading shareholder listing and communications service for privately-held banks, have established a strategic sales and marketing alliance called SmartShare. Access to Alden’s national sales network...
Jenkintown, PA - For the second year in a row, Alden Investment Group ranked in the 35th annual Financial Planning IBD Elite, achieving second place for Revenue Growth and third place for Highest Growth in Producing Reps. The IBD Elite ranks independent broker/dealers...
JENKINTOWN, PA – Alden Investment Group announces their latest team expansion with the launch of Springhouse Wealth Partners, based out of Collegeville, PA. Coming together to form Springhouse are three seasoned financial advisors, Charles (Chip) Wisner, Michael...
Non-Interest Income Solutions for Community Banks and Credit Unions Provided by Alden Investment Group
Alden CEO, Lee Calfo, discusses the solutions Alden offers to the financial community as fee-based or non-interest income business through wealth advisor partnerships.
D. Blair Thompson has joined Alden Investment Group, a hybrid RIA headquartered in Jenkintown, Pa., to launch the firm's DBA affiliate, Sparta Wealth Partners, a multi-family office in Charlotte, N.C., the company announced earlier this week in a news release....
Innovating in a Time of Covid-19: A Serverless E-Compliance Conversion Web App and a Project Well-Done
About Our Customer: Alden Investment Group In this unpredictable "new normal" of trace testing and massive market fluctuations, smart companies need to adapt quickly. Whether it's Silicon Valley unicorns or the typically sluggish financial services sector, only the...