A family-run retirement planning firm.

What we do

Distribution planning: turning what you've saved into income that lasts, without handing more of it to taxes than you have to. And for families who will never spend most of what they have, planning how it passes on — to whom, in what order, and how much the tax bill takes on the way. We manage the investments behind that plan, in accounts held in your name at Schwab or Fidelity.

Why we started Alston Wealth

Alex and Andrew have each spent ten years in the business. Alex and Andrew each started their careers at one of the large national firms and found a business built on being a middleman: cookie-cutter portfolios, plenty of activity, very little planning. That works while people are saving. It falls apart the moment someone needs to know which account to draw from first, when to claim Social Security, or what their kids will owe in tax.

Those are the questions we built this firm around. Independent, so the advice isn't shaped by someone else's products. Small and family-run, so you know who you're talking to every time.

How we work with you

We start by listening, then look at everything together — income, investments, taxes, accounts, beneficiaries — before recommending anything. You get a written plan in plain English, and if the honest answer is that you're already in good shape, we'll tell you that.

Why everything we publish is free

Twelve briefings, fifteen tools and a monthly call — no charge, no account, no email required. We would rather be useful to a hundred families and work with a few of them than lock everything away. If the material stands on its own, some of you will want help with your own numbers. That's the whole model.