Alliance Wealth Advisors, LLC

Alliance Wealth Advisors, LLC, established in 2017, specializes in providing wealth management and financial planning services to individual clients, business owners, and retirement plans. The firm manages over $498 million in Regulatory Assets Under Management as of December 31, 2024. Their financial planning services cover various aspects such as retirement planning, education planning, estate planning, and more. Alliance offers a discretionary asset management program known as the Alliance Investment Management Program, with multiple strategies ranging from conservative to aggressive. Clients can impose reasonable restrictions on the management of their accounts. The firm acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring duties and obligations are met. Alliance does not provide services for performance-based fees and primarily serves individuals, institutions, businesses, trusts, and retirement plans. Their investment strategy involves fundamental analysis, performance consistency, and risk assessment. Clients are encouraged to review their accounts regularly, with account statements provided by the custodian. The firm does not vote client securities and does not have any financial disclosures required. Alliance receives compensation from third-party referrals and financial institutions for providing advisory services.