Alden Investment Group

12/23/2025

Happy holidays from all of us at Alden!

11/05/2025

Exciting news!

Alden Investment Group is thrilled to officially announce our move to a new office in the heart of Doylestown, Pennsylvania. This milestone reflects our continued growth and commitment to supporting our advisors and clients.

Our new location offers expanded space for our advisory teams and support staff, with modern technology, convenient parking, and the timeless charm of the historic James Baker House, originally built in 1924 and fully renovated in 2009.

This move represents the next chapter in Alden’s mission to provide independent financial professionals with the tools, technology, and community they need to thrive.

We look forward to welcoming clients and partners to our new Doylestown location!
https://aldeninvestmentgroup.com/blog/company-news/alden-expands-with-new-doylestown-office/

03/07/2025

Save the Date! The NEXT Forum returns for its second annual event on October 8-9, 2025, at The Union League of Philadelphia!

Co-hosted by Travillian and Alden Investment Group, this exciting event will once again bring together top banking leaders for insightful discussions, industry innovation, and invaluable networking opportunities.

Stay tuned for more details!
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🗓️ Mark your calendar for October 8-9, 2025, as we bring the second annual NEXT Forum to The Union League of Philadelphia. Co-hosted by Travillian and Alden Investment Group, this premier event will once again bring together top banking leaders for forward-thinking discussions and valuable conn...

01/14/2025

💼 Demystifying Financial Advisor Fees
Choosing between flat fees and assets under management (AUM) can significantly impact your financial planning experience. Learn the differences and determine which aligns best with your financial goals.

📖 Read more: Financial Advisor Fee Structures: Comparing Flat Fee and AUM

Discover the pros and cons of flat fee vs. AUM pricing for financial advisors. Learn how fee structures impact growth, sustainability, and client trust.

01/10/2025

January is a busy month for the Alden team in Arizona. We look forward to attending the Janney 2025 CEO Forum in Scottsdale on January 29th-30th. We hope to see you there!

01/08/2025

💡 Is Lifestyle Creep Draining Your Savings?
As income increases, so can spending on non-essentials—a phenomenon known as lifestyle creep. Learn how to recognize and combat this silent wealth drainer.

📖 Read more: How to Combat Lifestyle Creep
https://aldeninvestmentgroup.com/protea/blog/how-to-combat-lifestyle-creep/

Whether you’re budgeting or working toward a major life milestone, here's how to take control of your finances in the new year!

01/07/2025

💡 Unlock the Power of Collaboration
An investment committee brings diverse expertise to the table, helping you make informed, strategic financial decisions. Discover the top 10 benefits of leveraging their guidance in your investment strategies.

📖 Read more in our latest blog post: 10 Benefits of Leveraging the Expertise of an Investment Committee
https://aldeninvestmentgroup.com/blog/10-benefits-of-leveraging-the-expertise-of-an-investment-committee/

Discover the roles, benefits, and value of investment committees for financial advisors, and learn how collaboration enhances client outcomes.

01/06/2025

We look forward to attending the upcoming Bank Director's Acquire or Be Acquired (AOBA) Conference from January 26-28, 2025, at the JW Marriott Phoenix Desert Ridge in Phoenix, AZ.

This premier event brings together bank CEOs, senior executives, and board members to explore growth opportunities, strategic initiatives, and business partnerships within the financial industry.

We hope to see you there!

Bank Director's Acquire or Be Acquired Conference is the premier growth and strategy conference for bank CEOs, senior executives and board members, providing senior leadership teams with numerous opportunities to meet and network with peers who are interested in exploring growth opportunities, strat...

01/02/2025

Congratulations to Karen Van Horn on her recent promotion to Chief Compliance Officer for Alden's Registered Investment Advisors, Alden Investment Advisors and Alden Capital Management! This promotion was very well-deserved. Well done, Karen!

12/31/2024

As we step into 2025, we want to thank our clients, partners, and team for an incredible year. Here’s to new opportunities, continued success, and a year filled with health, happiness, and prosperity.