Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Devon Alber
Financial Professional
I am Devon Alber, founder of Alber Asset Management. I am a Certified Financial Planner™ (CFP®) with over a decade of experience in retirement and insurance planning. As an Enrolled Agent with the IRS, I am a federally authorized tax professional. I bring a wealth of experience from working with captive insurance companies, a financial advisor role at a credit union, and a tenure at Morgan Stanley before opening my own practice. My diverse background ensures a comprehensive approach to your financial planning needs!
Grace Alber
Non-Licensed Administrator
Strategic Investment Leadership
At Alber Asset Management, we combine institutional-level investment oversight with highly personalized financial advice. With the addition of an Outsourced Chief Investment Officer (OCIO), our firm delivers enhanced portfolio construction, disciplined risk management, and ongoing manager due diligence—bringing sophisticated resources typically reserved for large institutions directly to our clients.
This structure allows us to maintain a relentless focus on what matters most: thoughtful financial planning, proactive communication, and long-term wealth stewardship. Our commitment is simple—provide independent, financial guidance backed by institutional strength and delivered with personal attention.