Welcome to Total Financial Management

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Strategies That Work
our proprietary approach

Introducing AlphaTrust's
Total Financial Management™ Process

Investments

Smart Portfolios, Built for Life

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Cash & Liquidity

Life Doesn’t Run on Spreadsheets

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Estate

Your Legacy, Made Simple

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Tax

More Than a Once-a-Year Event

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Insurance

Protect What You’ve Built

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who we help

Wealth, Well-Managed.
For Life.

Entrepreneurs

Whether you're growing, exiting, or reinvesting, we help you make decisions that balance risk, reward, and long-term value.

Healthcare Professionals

We help healthcare professionals navigate complex compensation, student loan strategies, and long-term wealth building.

Athletes

We help professional athletes and rising stars build financial security that outlasts the game. Play to win, but plan to last.

Retirees

We optimize income streams, tax positions, and investment strategies so when the time comes, you’re ready.

client partnerships

Empowering You To Make better financial decisions

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Collaborate With Experts, Not Salespeople

Work with a team that understands your whole financial picture, and has the experience to guide it.

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Simplify Complex Financial Questions

We help you cut through the noise and make sound decisions that move you forward.

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A smarter, more connected approach

What Is Total Financial Management™?

What Does “Total” Really Mean?
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Who’s Involved In My Plan?
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How Is This Different from Other Firms?
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Chat with an expert
(480) 681-0200
how we approach relationships

Our values are more than principles. they're promises.

In every conversation, strategy, and decision, we lead with clarity, care, and an unwavering commitment to your long-term success.

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Trusted Judgement
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Value-Driven Thinking
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Clarity In Complexity
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Stewardship + Accountability
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Real financial advice is about more than managing assets. It’s about earning trust, simplifying complexity, and making decisions that stand the test of time.
Jeffrey Burg, Founder
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We are a boutique financial + tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances.

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Address

5141 N. 40th St.
Suite 400
Phoenix, AZ 85018

contact
Call / Text Us
(480) 681-0200
Email Us
connect@alphatrustadv.com
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Designed with 🌵 in Arizona

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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors® are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge does not provide tax or legal advice, but AlphaTrust Advisors® does. Please review our Client Relationship Summary and other disclosures for important information about how we work with our clients.