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Steve McElroy

Steve McElroy

President | Financial Advisor

Steve began his career in the financial services arena over 25 years ago with Edward Jones in Ashland, OH. He earned his AAMS® (Accredited Asset Management Specialist) designation from the College for Financial Planning, and recently earned the prestigious AIF® designation which demonstrates understanding of the Prudent Practices® and methodology.

Prior to starting Alpha Financial Planning, he worked with Dentists from around the country for nearly a decade with Mercer Advisors.

Steve’s passion is co-creating a comprehensive Financial Plan with his clients. He specializes in working with closely-held business owners and individuals to identify their financial vision.

Steve is actively involved in his home community of Dublin, OH and in the lives of his three children. He serves on the board of the QPOA, and volunteers his time to Youth Sports groups. Steve is an active member of several civic organizations, including The Dublin Chamber of Commerce and The Society of Financial Services Professionals.  He continues to serve as a Coach, a Commissioner, and a Board Member for several Youth Athletic Programs in Dublin. Steve also coaches AAU Basketball in the spring/summer travel season.

You can call Steve at 614-384-0499 or reach him via email.