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.
$550 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
Bill Shelton and Martin Eichelberger joined forces in a new venture, forming the Private Wealth & Trust Division of Alden Investment Group. WAYNE, PA – Both Certified Wealth Strategists (CWS) and formerly with Clarfield Citizens Private Wealth Management, they...
WAYNE, Pa., Sept. 16, 2021 /PRNewswire/ -- The Galbreath Group is pleased to announce its affiliation with Alden Securities. The Galbreath Group, specialized consultants and advisors in the field of Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance...
WAYNE, PA – Alden Investment Group and Sparta Wealth Partners welcome Nate Goad to the team as national partner advisor. Nate Goad will build out the Florida arm of Sparta in Tampa Bay and the Gulf Coast, servicing clients mainly in Florida, Texas and California. As...
Alden Investment Group is pleased to announce their latest partnership with the Adi Dassler International Family Office (ADIFO), an affiliate of Apollon Wealth Management, a $1.6 billion RIA. WAYNE, Pa., May 12, 2021 /PRNewswire/ – Julian "Brad" Bradham and Allen...
WAYNE, Pa., May 19, 2021 /PRNewswire/ – Alden Investment Group announces a new lending solution for their advisors and clients in partnership with Supernova Technology ™, a Chicago-based FinTech company focused on security-based lending (SBL) As Alden, named the...
Alden Investment Group rated as the #2 fastest-growing independent broker-dealer in 2020, based on InvestmentNews’ recent survey. Revenue for Alden Investment Group in 2020 grew by 49% compared to 2019. Despite the challenges posed by the Covid-19 pandemic, some...