About Alpha & Omega
Expert Benefit Plan Design and Consulting for Small to Mid-Size Employers
Founded in 1975, Alpha & Omega (A&O) is the premier regional benefit consulting and investment advisory firm headquartered in La Mesa, CA. We provide a wide range of employee benefit and investment advisory services to individuals and businesses, while offering highly personalized service and innovative approaches to employee benefits administration.
A Leader in Customized Benefits Administration Solutions
We help employers design, implement and administer total compensation and/or deferred compensation programs that cover:
- 401(k) Plans
- Cash balance plans
- Pension and profit-sharing plans
- Executive compensation programs
- Health and welfare plans
- Cafeteria plans
We also work with individual investors who prefer a more personalized approach to investing and managing their retirement accounts.
We believe in doing the right thing for our clients, which means putting your interests first. Our approach to investing and our client relationships are guided by five key values:
01 / Honesty
02 / Integrity
03 / Transparency
04 / Superior Service
05 / A Disciplined
Approach to Investing
Meet the Team
With more than 180 combined years of experience in employee benefits administration, A&O’s team of experts have the experience, knowledge and expertise to design and administer benefit programs that meet your needs.
Get to Know Our Trusted Partners
To enhance our ability to provide the customized benefits administration services you need, Alpha & Omega partners with other service providers we consider to be the best in their respective fields.
NEWS / PRESS
San Diego, California 08/16/2019 – Peter E. Preovolos of Alpha & Omega Financial Management Consultants has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360.