Alp Atabek, AIF®

For nearly 40 years, Alp has guided families through the financial decisions that shape their lives — and often, the lives of the next generation. Many of his client relationships now span two or three generations of the same family, a reflection of the trust and continuity he’s built over his career. Alp focuses on portfolio construction, strategic asset allocation, and tax-aware investment planning designed to help clients manage, preserve, and grow assets across generations. His expertise lies in helping clients evaluate how portfolio decisions and planning opportunities influence their broader financial picture, providing thoughtful guidance through changing markets and evolving financial priorities.

After graduating from Catholic University in 1983 with a B.A. in Accounting, Alp passed the CPA exam and opened a tax and small business accounting practice. A chance sublet from a Bethesda financial planning firm sparked a new direction, and by 1988 he was offering financial planning and investment management alongside his tax work. In 2000, he sold the CPA practice to focus on wealth management full-time. As he puts it, tax work meant always looking at clients’ pasts; financial planning meant shaping their futures.

In December 2023, Alp and the AFS Financial Group team joined HUB Investment Partners to enhance the firm’s wealth management presence in the Mid-Atlantic. Previously, he was recognized as a Leader’s and Chairman’s Level Advisor within Commonwealth Financial Network — distinctions attained by the top 3% of affiliated advisors — for over 30 years. Alp holds the Accredited Investment Fiduciary (AIF) designation and his CPA license (inactive).

A lifelong Marylander, Alp lives in Bethesda, Maryland, with his wife and high school sweetheart, Karen. They have two daughters, Natalie and Casey, and a coterie of family dogs. Outside of work, Alp is an avid cyclist, and he and Karen spend their weekends in St. Michaels, MD.