Who we are

IT’S SO NICE TO MEET YOU

The People & Purpose Behind the Process

Get to know who we are and what drives us to deliver professional financial planning services for each and every one of our clients.
Gary Alpert, CFP®
Gary Alpert, CFP®

Principal, Financial Advisor

Evan Bethards
Evan Bethards

Financial Planner

Patty O’Toole
Patty O’Toole

Director of Client Services

Liz Thomas
Liz Thomas

Client Service Associate

Meet Our Strategic Partner

Gary Alpert Financial Strategies is honored to be an active member of Integrated Financial Group (IFG), a consortium based in Atlanta, housing more than 100 independent financial planners from various parts of the country. The association of Gary Alpert with IFG provides an immeasurable advantage, opening up avenues to a proficient network of similar-minded colleagues for the sharing of tactics, exemplary practices, and guidance, as well as a team of strategic partners to help with our clients’ needs.
ifg-logo
lpl-logo

What Is Our Philosophy?

Your views and values guide us in every decision we make on your behalf.
Foundation Matters.

We create every plan with a solid foundation in risk management, then strategically build on wealth accumulation and estate planning, ensuring that your financial structure remains robust and your future secure.

Cautious, but Not Conservative.

We ensure your financial stability by avoiding pitfalls in all aspects of your financial planning. We’re extremely cautious without being overly conservative.

Each Client is Unique.

We respect your unique values and circumstances, empowering you to enjoy life in the present while strategically preparing for a prosperous future.

Investing is All About Balance.

We embrace the philosophy that successful investing hinges on a long-term, disciplined approach with a balanced asset allocation tailored to your unique risk tolerance, financial goals, and liquidity needs, rather than attempting to predict short-term market fluctuations.

IN OUR COMMUNITY

When we’re not behind the desk working hard for our clients, you can catch us making a positive impact in our community. As the President of the Rotary Club of Woodstock, Georgia, Gary finds immense joy in the charity projects he helps curate throughout the year.

IN-PERSON & VIRTUAL EVENTS

When we’re not behind the desk working hard for our clients, you can catch us making a positive impact in our communities. As the President of the Rotary Club of Woodstock, Georgia, Gary finds immense joy in the charity projects he helps curate throughout the year.

Upcoming Events

No event found.

Shared Learning, Collective Growth

We make an effort to educate members of our community through engaging in-person and virtual seminars on various critical topics, from making sense of social security to decision-making with aging parents to investment considerations.

Getting Started

Our dynamic 4-Step Planning Process stands as a testament to our values and dedication, applied meticulously to every service level. Your financial success is our mission, and we're committed to guiding you every step of the way.

Hourly Consulting

Hourly consulting is available for specific issues – $400.00 per hour. This is appropriate for guidance with regard to one particular element or question regarding estate planning or investing.

Retirement Plan Consulting is also available on an hourly fee basis.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Comprehensive Financial Planning

Pricing Starting At: Singles $3500* | Couples $5000* | Business Owners $6500*

Financial Consulting includes the following services:

  • 12 months of access to our team
  • Comprehensive Data Gathering
  • 2-3* Scheduled Formal Meetings During the Year
  • Review of your financial situation – goals, objectives, risk tolerance, risk capacity, time horizon, and restrictions
  • Planning for Peace of Mind
  • Financial Organization and Household Balance Sheet
  • Cash Flow Planning
  • Trust & Estate Planning
  • Tax Planning and Tax Return Review
  • Stock Option/Restricted Stock Planning
  • Charitable Giving Planning
  • Insurance Planning
  • Retirement Income Planning
  • Social Security Planning
  • Employer Sponsored Retirement Plan Recommendations
  • Basic Asset Allocation Recommendation
  • Business Planning
  • Education Planning

*Depending on complexity

**Client administers investment changes

Financial Planning and Wealth Management

Comprehensive Financial Planning included with managed assets above 750k. Financial Planning is an additional cost if less than 750k.

The following cost schedule applies for personalized financial planning services & wealth management relationships:

Aggregate Market Value Investment Management Costs
$3,000,000 + .70% Annually
$2,000,000 to $3,000,000 .80% Annually
$1,000,000 to $2,000,000 .90% Annually
$750,000 to $1,000,000 1% Annually*
$500,000 to $750,000 1.25% Annually*

Annual costs include the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Planning for Peace of Mind and Future Goals
  • Financial Organization and Household Balance Sheet
  • Cash Flow Planning
  • Trust & Estate Planning
  • Intergenerational Wealth Planning
  • Tax Planning
  • Stock Option/Restricted Stock Planning
  • Charitable Giving Planning
  • Insurance Planning
  • Retirement Income Planning
  • Social Security Planning
  • Investment Optimization and Ongoing Monitoring
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan) – Current Employment
  • Education Planning
  • Business Planning
  • Monthly Statements and Quarterly Performance Statements
  • Online Access to Your Portfolio

*Client pays all trading costs on accounts.

Gary Alpert

CEO

Lorem ipsum dolor sit amet consectetur adipisicing elit.