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.
$750 Million AUM
Over 26 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.”
Alden in the News
Alden Launches New Turnkey Asset Management Platform, Alden COVE
Wayne, PA – Alden Investment Group announces the launch of the new Alden Asset Management Product, Alden COVE, a Turnkey Asset Management Platform (TAMP). Headed up by Managing Director, Aaron Williams, the TAMP is a completely new product for Alden, bringing on a...
Alden Announces Their Latest Branch Expansion with Red Bank
Wayne, PA— Alden Investment Group announces their latest branch expansion, with the opening of the Alden Red Bank office in Red Bank, NJ. Formerly with Cantella & Co., the Red Bank team decided to join Alden after their old firm merged with a larger independent...
Aaron Williams Joins Alden Investment Group as Managing Director
Wayne, PA—Alden Investment Group is excited to announce the arrival of Aaron Williams on the Alden Asset Management team. Based out of Philadelphia, Aaron joined Alden to launch Turnkey Asset Management Platform (TAMP) in the first quarter of the year. His areas of...
Get to Know Alden Investment Group – A New Face on the PACB Block
Alden is an independent investment firm whose representatives have been working with community banks for over 30 years, with its headquarters in Pennsylvania. Alden helps banks navigate and invest in community reinvestment act investments, employee benefit products,...
Financial Planning’s IBD Elite Top 50 Independent Broker/Dealers for 2022
Alden Investment Group is proud to again be named in Financial Planning’s IBD Elite Top 50 independent broker/dealers for 2022. While Alden isn’t anywhere near the size of some of the other broker/dealers in the list, we kept our performance percentages in-line with...
TWST Interview: Creating a Platform That Lets Financial Advisers Do It Their Way
Lee Calfo is the Chief Executive Officer of Alden Investment Group, which consists of a broker dealer, Alden Securities, and Alden Capital Management, an asset management firm and a founder and President of Equalize Capital. Previously, Mr. Calfo served as a portfolio...