Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

When to Hire a Financial Advisor and When You Shouldn’t

Managing your finances might feel straightforward—until one day it doesn’t. For many professionals, financial planning begins simply enough: contributing to a 401(k), building some savings, and...
June 27, 2025

Rules You Need to Know to do an IRA Qualified Charitable Distribution

October 19, 2016