About Alliance Wealth Strategies

Clients want to work with an advisor who has earned their trust, who spends time focusing on the details of their financial lives so they don’t have to. As fiduciaries, our advisors strive to put our clients at the center of everything we do. We choose the investments that are best suited for each client. We earn trust — not commissions — and are compensated by clients only through our simple, transparent fees. We believe the only way to serve clients is by doing what’s right for them.

Our Promise

When you choose to work with an advisor, you expect that person will be there to do what’s right for you.

Unfortunately, far too many “financial advisors” and brokers are in the business of selling product, not serving clients.  We take a different approach.  We believe that by putting our clients’ interests first, we achieve more together.

As fiduciaries, we have enthusiastically accepted the highest legal standard to act in your best interests.  Ultimately, what sets us apart is what brings us together:  a passion for academic evidence, a devotion to transparency and a promise to put your interests first in everything we do.

Our History

AWS was founded with the goal of delivering independent, comprehensive wealth management services to individuals, families, and organizations.

It was important to AWS advisors to create an environment that enhanced the client experience and focused on what clients truly need and not just investments.  We spend time with clients to understand who they are and how we can best help them.  We focus on listening to our clients to understand their goals, fears, aspirations, and challenges. Providing back office services and assistance to AWS is Buckingham Strategic Partners. Buckingham Strategic Partners is committed to delivering holistic solutions that create a better wealth experience for its nationwide community of financial advisors and their clients.

We value all aspects of your financial life and incorporate estate planning, tax consultation, risk management and other advanced-planning solutions into a plan you can depend on as life changes.  As we see it, having a plan that weathers the ups and downs of the market, not the market’s returns, is what enables investors to achieve their most important goals.

Our Approach

An evidence-based investment philosophy is the blueprint for the plans we build. We integrate decades of peer-reviewed academic research that demonstrates how investors can seek to increase their expected returns and better achieve their goals. We help our clients focus on things they can control, such as minimizing costs and building a diversified portfolio, all the while providing personal client service. That foundation, however, is just a starting point.

We value all aspects of your financial life and incorporate estate planning, tax consultation, risk management and other advanced-planning solutions into a plan you can depend on as life changes. As we see it, having a plan that weathers the ups and downs of the market, not the market’s returns, is what enables investors to achieve their most important goals.

Our Future

As our company has grown, what has stayed constant is AWS’s commitment to inform, educate, and inspire.  We feel a tremendous amount of pride knowing how our approach and our values are enriching the lives of so many individuals, families, and organizations.  With AWS by your side, you can focus on the things that really matter and enjoy your life more.  That’s our story.  We look forward to learning more about your story.