Broker Check

About Us

Welcome to Sky Alpha Advisors

Sky Alpha Asset Advisors is an independent Registered Investment Advisory (RIA) firm offering sophisticated investment management services to high-net-worth individuals, families, executives, foundations, and select institutional investors. Our principals have dedicated their careers to wealth management, each bringing over 30 years of experience from leading firms such as Merrill Lynch, Morgan Stanley, and Citi Private Bank.

No single strategy fits everyone, which is why we devote our full attention to each client throughout every phase—planning, execution, and follow-up. We take a proactive approach to develop strategies that align with your financial goals, using the most effective methods available.

We understand that challenges are inevitable along the way. That’s why we work to anticipate and address them as they arise - so you stay focused on building a meaningful, purpose-driven financial future.

What truly sets us apart is our unwavering commitment to personalized service. At Sky Alpha, you won’t get lost in layers of bureaucracy. You’ll work directly with experienced advisors who understand your story, know your goals, and genuinely care about your success. We pride ourselves on being highly responsive, accessible, and fully committed to your financial well-being. This level of white-glove service simply isn’t available at larger institutions - and it’s one of the key reasons our clients stay with us for generations.

We invite you to explore the resources on our website. If you have any questions, please don’t hesitate to email us or call the office. We look forward to connecting with you.

Suggested Content

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
Learn More
Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
Learn More
Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn More