FOR INDEPENDENT FINANCIAL ADVISORS · DOYLESTOWN, PA

A More Structured Approach to Independence.

Our newest office is open in Doylestown — designed for advisors building long-term practices. Schedule a private visit to see the space, meet the team, and explore what Alden can do for your practice.

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$2.75B+

ASSETS UNDER MANAGEMENT

50

STATES SERVED

140+

PROFESSIONALS

1995

PRIVATELY HELD SINCE

STRUCTURED INDEPENDENCE FOR ADVISORS

The independence to operate freely, the infrastructure to support how you grow, and the customization to shape a practice that reflects you.

Alden Investment Group is a boutique financial firm built around how independent advisors actually work. Our integrated broker-dealer / RIA platform, in-house operations team, and Cove technology stack give advisors the tools to grow without giving up control.

INDEPENDENCE

Operate the Way You Already Work

A multi-custodial platform with the freedom to maintain your own brand and your own portfolio approach

  • Multi-custodial platform
  • Advisor-owned brand identity
  • Flexible portfolio construction

INFRASTRUCTURE

Built to Support How You Grow

In-house broker-dealer, integrated insurance, and an operational team that takes day-to-day execution off your desk

  • In-house Broker-Dealer
  • Integrated insurance services
  • On-site operational support

CUSTOMIZATION

Shape a Practice That Reflects You

Flexible technology, tailored asset management, and marketing resources designed around the practice you’ve already built.

  • Flexible technology & portfolios
  • Tailored asset management
  • Marketing & design resources
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THE DOYLESTOWN OFFICE

An Environment That
Supports Your Practice.

We designed our Doylestown headquarters to reflect how independent advisors work — with private space to focus, shared space to collaborate, and a setting that aligns with the level of service you provide your clients.

  • Private offices
  • Covered parking
  • Professional client lobby
  • On-site operational support
  • Conference & meeting rooms
  • Secure technology infrastructure

ABOUT ALDEN

Privately Owned. Selective
By Design.

Alden Investment Group is a boutique financial firm headquartered on the historic Philadelphia Main Line, with our newest advisor office now open in Doylestown. Since 1995, Alden has grown by focusing on the relationships we choose to build — not the size of our footprint.

We are not trying to be the largest. We are trying to build a place where structure makes independence easier, not harder.

Lee Calfo, Chief Executive Officer
Alden Investment Group · Doylestown, PA

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Integrity

Upholding the highest ethical standards in every interaction.

Technology Excellence

Leveraging cutting-edge tools to lead the industry forward.

Tailored & Flexible

Personalized solutions for diverse advisor and client needs.

Partnership & Growth

Building relationships that foster long- term mutual success.

Frequently Asked Questions (FAQs)

Is the visit confidential?

Always. We host advisors privately and never disclose whom we are speaking with.

Do I need to bring anything?

Just yourself. If you’d like to share specifics about your practice, we’ll set time aside to dig in.

Can I bring a partner or associate?

Yes. Many advisors visit with a colleague. Let us know in your booking note.

What's the time commitment?

Plan on 60–90 minutes. We’ll respect your schedule.

Will I be pressured to move?

No. The visit is informational. If we are a fit, we will know — together.

What if I'm not in Doylestown?

We can host visits at our Philadelphia Main Line office or schedule a virtual session.

SCHEDULE YOUR PRIVATE VISIT

See the Space. Meet the
Team. Explore Alden.

Tour our Doylestown headquarters at a time that works for you. No obligation, no pressure — just an honest conversation about whether what we’ve built fits your practice