Alliant Wealth Advisors is an independent financial advisory firm located in Northern Virginia.
n. 1. An ally; a confederate. At Alliant Wealth Advisors, we’re proud of what our name stands for. It signifies our commitment to put all of our expertise and experience to work in order to help our clients achieve their goals. Above all, it signifies trust: The trust that we strive to earn by consistently putting the interests of those we serve first.
Our Wealth Steward clients have the highest level of financial complexity. They often include business owners, real-estate investors and those with a high level of investable assets, challenging family dynamics and other complex financial situations. They receive sophisticated, comprehensive planning, as well as investment management and continuing guidance and consultation.See our process
Our Accomplished Wealth Builder clients have gathered substantial assets, and are ready for professional guidance in using that wealth to meet well-defined life goals such as a comfortable retirement. These clients value our financial planning, investment management and ongoing financial advice.See our process
Our Emerging Wealth Builder clients are in the earlier stages of wealth accumulation. They may be starting to build a retirement nest egg, saving for a home purchase or saving for their child’s college costs. Their primary needs include professional investment management to protect and grow their savings, as well as periodic advice about important financial decisions.See our process
Our corporate clients are seeking an expert, objective and capable partner to design, implement and help maintain their 401(k) retirement plans—and to help their employees make the most of this important benefit.
John Frisch has more than 30 years of financial-industry experience, including more than 20 years at the helm of Alliant. His extensive background as a CPA as well as a wealth manager give him clear insight into clients’ situations and needs. He takes pride in “seeing around corners” to anticipate and address concerns before they arise.
True wealth management isn’t just an investment portfolio and an off-the-shelf financial plan. It’s a framework for making wise decisions about wealth, one that will empower you to achieve all that is important to you.
As a Fee-Only firm, we provide our clients with an important assurance that we will act in their best interests and provide holistic wealth management.
Alliant is among the minority of financial advisor firms that is a true fiduciary, legally bound to put our clients’ interests first at all times. Surprisingly, the majority of financial advisors are not legally bound by this standard, and they face potential conflicts of interest that can pit their interests against those of their clients.
At Alliant Wealth Advisors, our clients are a diverse group that shares a common bond. Whether individuals, families or businesses, our clients value working with an expert, trusted advisor who can instill confidence, help turn goals to reality and relieve the burden of work and worry. We serve the greater Woodbridge, Manassas, Fairfax and Reston, Virginia areas as well as clients nationwide.