Broker Check

Our Mission

How I Work

As an independent firm, I am committed to offering complete objectivity and unbiased advice. I am not tied to proprietary products, nor am I limited to in the services I offer. Instead, I offer you the highest quality education on the choices available to you. I focus on building you the right strategy, meeting your risk tolerance and time horizon. 

I strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

One of my primary goals is to develop a long-term, trusting relationship with you.

My Approach 

I'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

My team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. "It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach," said Sarah Alderman. "We can help identify potential roadblocks and uncover hidden opportunities."

My Process

My Process

At Alderman Financial Group, relationships matter. We take the time to meet with clients so we can learn about their goals, understand their needs, and make worthwhile suggestions aimed at their best interest.

As a comprehensive financial planner, I believe that every person should have a financial plan, an investment plan, and a communication plan that work in unison. I am an independent advisor who follows a planning process that is tailored to help you pursue your goals.

My History

My History

Years of experience have prepared me to guide you through your life transitions. As an independent Behavioral Financial Advisor, I start our client/advisor relationship with a full understanding of your current situation and offer unbiased recommendations to move forward.

As a business owner, wife, mother, and life-long learner, my experience navigating life from multiple vantage points allows me the opportunity to understand where you are in your journey and help you work through road blocks. All to guide you on a simple path to pursuing your financial goals.

With a background in Corporate Planning, Insurance Planning and Financial Advising, the professionals at Alderman Financial group have the experience to handle your finances while you spend time enjoying what you do best in life. 

Have a Question?

Thank you!