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Personalized Planning

“Our work goes beyond your investment portfolio. We develop a holistic plan examining all aspects of your financial life.”

- Alden Mergenthal, CFP®, CDFA®

Alden Mergenthal , CFP®, CDFA®

Alden, a CERTIFIED FINANCIAL PLANNERTM and Certified Divorce Financial Analyst® professional, assists in all operations of the firm as the Financial Planning Coordinator. She strongly believes in a holistic model for financial planning and wealth management and oversees the implementation of clients’ financial plans.

Alden describes herself as passionate about financial planning even early in her college career. This passion was reflected in her achievement as a top graduate from University of Georgia (UGA) Family Financial Planning Program where she also served as the President of the UGA Chapter of the Financial Planning Association. UGA’s undergraduate degree program in financial planning, housed within the College of Family and Consumer Sciences, is widely recognized as one of the top five financial planning education programs in the country.

Alden grew up in Fredericksburg, Virginia, but has lived in Athens since 2006. Before joining E&G Wealth Advisory Group, Alden worked with an Atlanta-based wealth management firm.

Alden has volunteered with Project Safe assisting women survivors of domestic violence to improve their financial well-being and with the Volunteer Income Tax Assistance (VITA) program to provide free tax-filing assistance to low-income families from the Athens area.