Company Overview
Alpha Financial Services is a distinguished financial advisory firm founded in 1994, focused on comprehensive wealth management, tax preparation, and financial planning services. It caters primarily to high-net-worth individuals, business owners, and military personnel. The firm's mission emphasizes guiding clients through intricate financial landscapes to secure both short and long-term financial stability. Key offerings include Asset and Wealth Management, Estate Planning, and Insurance and Risk Management, characterized by a client-first mentality and integrity-driven, personalized strategies.
Key Executives and Financial Advisors
Erik Sutcliffe
Role: Financial Advisor
Erik Sutcliffe is a retired Air Force veteran and entrepreneur, known for his wealth accumulation strategies. Leveraging military values like integrity and teamwork alongside entrepreneurial success from growing a telecommunications business, Erik dedicates himself to helping clients reach financial goals.
Ron Schieck
Role: President Emeritus and Tax Preparer
Founder Ron Schieck now serves as President Emeritus, mentoring within the company while offering tax preparation services. His transition from engineering to financial services highlights his expertise in problem-solving and investment strategy development.
Joe Perry
Role: Financial Advisor
Joe Perry specializes in precise and client-focused financial planning, utilizing his finance education and forensic account support experience. His tax preparation expertise strengthens his ability to create actionable financial plans.
Bob Petersen
Role: Financial Advisor
With emphasis on retirement and income planning, Bob Petersen began his career in 1990 and maintains licenses in investment advising and insurance. Bob prioritizes education and personalized solutions in his client-centric financial approach.
Company Values and Services
Alpha Financial Services is committed to a client-first principle through transparent, personalized service. It offers a structured planning process for confidentiality and open dialogue, allowing clients to trust well-researched, accessible financial strategies. The firm's enduring reputation and complete range of services distinguish it as a sector leader dedicated to enhancing clients' financial well-being.
Competitor Profile
Alpha Financial Services operates in a competitive landscape with 1,425 active competitors. Notable competitors include Investec, Schroders, Clarity Financial Solutions, INTEGRITY WEALTH MANAGEMENT LTD, and Omega Capital Partners.
Investec
Investec is an international banking and wealth management group listed on the London and Johannesburg Stock Exchanges, and is part of the FTSE 250 index. For 2024, it recorded revenues of £1,914.5 million, operating income of £420.2 million, and a net income of £706.2 million. With around 7,400 employees as of 2025, its focus includes private banking, investment banking, and wealth management. Key leaders are Chairman Philip Hourquebie and CEO Fani Titi.
Schroders
Schroders plc, headquartered in London since 1804, is a leading investment management company listed on the London Stock Exchange as part of the FTSE 100 Index. In 2024, it generated revenue of £2,970.0 million with net income of £433.0 million, overseeing assets worth £778.7 billion and employing over 6,071 people. Key figures include Chairperson Elizabeth Corley and CEO Richard Oldfield.
Clarity Financial Solutions
Clarity Financial Solutions specializes in personalized financial services, with a commitment to financial education, covering retirement planning and debt management, while operating across US and UK markets.
INTEGRITY WEALTH MANAGEMENT LTD
Founded in 2011, this small-scale firm in Pinner, Greater London, focuses on wealth management and investment strategy development.
Omega Capital Partners
Based in Tulsa, Oklahoma, Omega Capital Partners is a private equity firm targeting lower middle-market company investments in Oklahoma and nearby states, with $30 million in commitments from entrepreneurs and family offices.
These competitors encompass investment banking, asset management, and financial advisory specializations, reflecting a diverse environment where Alpha Financial Services strategically positions itself amidst varying market segments and geographical footprints.
