Why Choose Us
Al'li´ant 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.
True Wealth Management
All financial advisors claim to offer wealth management, but that’s mostly lip service. Generally, advisors focus on your investments—the service that is most lucrative for them—and add a basic financial plan.
True wealth management is concerned with you entire financial life, from retirement and college planning to tax mitigation to philanthropy and estate planning. As an independent, fee-only advisor, Alliant is empowered to look at your entire financial picture. We’re concerned about what our clients need, not how we can maximize our profit. None of our counterparts in the industry surpass the extensive depth and breadth of our services.
An Easy, Efficient Process
These days, time seems to be scarce for everyone—that’s certainly the case in the D.C. area. That’s why we’ve made comprehensive wealth management easy and efficient for our clients. Our process is designed to save our clients time, sparing them unnecessary work and getting them on the road to achieving their financial goals.
For individuals and families clients, the keys are our consultative process and state-of-the-art technology, which deliver significant efficiencies and time savings. A few examples:
- Mobility—the information and communication you need, any time and anywhere around the world.
- Data vault—secure, easy access to important documents and data.
- Digital signatures—no envelopes, no fax machines, just digital simplicity.
- E-plans—your financial plan is available 24/7 automatically updated for all changes in portfolio and loan values daily.
The Alliant team brings corporate retirement-plan sponsors experience and efficiency as well. As the former owner of a CPA firm, Alliant president John Frisch has served hundreds of businesses. Laurie Weider, Vice President for Qualified Plans, had deep expertise and experience to quickly understand her clients’ needs and recommend the best solutions.
Our team knows the concerns and needs of small-and mid-size businesses inside and out, and we deliver solutions with an ultra-high level of service that frees our clients’ leadership to focus on their business.
Uniquely Qualified and Experienced
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.
Our clients benefit greatly from John’s in-depth knowledge of tax management. Through advance planning techniques and tax-managed investing practices, he and our team help clients to preserve wealth and bolster their investment gains. John also holds the following respected credentials:
- Accredited Investment Fiduciary
- Professional Plan Consultant
- Personal Financial Specialist
- Certified Financial Planner
A Fiduciary Partner
As a fiduciary firm, Alliant brings the highest level of objectivity and transparency to families and businesses. Many families and businesses assume that all financial advisors must avoid or disclose conflicts of interest and always do what is unambiguously best for the client. Surprisingly, the majority of financial advisors are not legally held to this standard, and they face potential conflicts of interest that can pit their interests against those of their clients. 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.
At Alliant Wealth Advisors, our mission can be explained simply: We sincerely like to help. It’s the way the firm’s founder, John Frisch, was raised. “Of my two siblings one sister is a career missionary, and the other is a career social worker,” John says. “I’m a career capitalist but a helpful one.” We look forward to learning how we can help you.