Altair (noun):
the brightest star in the constellation Aquila.
Our mission is to be your guiding light when it comes to understanding your finances, which is the foundation of building wealth. Money can be messy, complicated, and overwhelming… but it doesn’t have to be!
Meet Tiffany
Tiffany Alexy is the principal and founder of Altair Financial LLC. After over a decade in real estate sales helping investors build wealth through real estate, Tiffany decided to launch her financial planning business.
What some may not know is that Tiffany has been involved in the personal finance space for just as long! In 2014, she joined a large mutual fund company and received her Series 7 and 63 licenses. She has also co-founded a fintech startup and attended numerous financial conferences and events to maximize her learning.
Personal finance and investing are Tiffany’s passion, and she’s excited to be able to help others build wealth and achieve their financial independence goals.
Our
Values
Transparency
Investing is confusing enough! We aim to make personal finance and investing easy to grasp. By also displaying our fees publicly, we want to make sure there are no surprises!
Our services are FEE ONLY - which means that we don’t make any hidden commissions or mark ups on funds and work as a fiduciary only. We do not sell any financial products.
Simplicity
We like to keep things simple as much as possible. We are big fans of index funds for the diversification and low costs.
We do not condone any active trading strategies. Keeping it simple means your money can work for you, while you go out and enjoy your life!
Empowerment
Our biggest wish? That personal finance was taught in school. But, it’s not, so our focus is to bridge that gap. We focus on educating you so you can feel empowered to handle your own finances. Just like the best coaches out there, our goal is to make you so well-informed that you won’t need our services anymore.
Trust
Our results speak for themselves. You won’t find any slimy, gimmicky sales tactics here - only unbiased guidance. We are fiduciaries, meaning your interest comes first! We also work exclusively by referral, meaning our focus is on our relationship rather than a transaction.
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