About Dave Alison, CFP®, EA
Dave Alison is an accomplished financial, tax, and investment advisor with a passion to help individuals achieve financial freedom.
Dave’s professional capabilities to coordinate tax, financial, insurance and estate planning needs are what led him to found Alison Wealth Management as a boutique tax, financial planning & investment management firm bringing household CFO services to affluent families & high-income professionals across the United States.
To validate his commitment to furthering his education and competency in the advice he provides, Dave has earned the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent and Certified Financial Fiduciary® designation.
In addition to Alison Wealth Management, Dave is the founding partner of a financial services company with a vision to help financial advisors across the United States deliver a better financial planning & investment experience to their clients. Under his leadership over the last 8 years, that company has grown into a highly respected enterprise of companies including an SEC Registered Investment Advisor Firm managing over $900,000,000 of client assets, an institutional asset management firm, a financial planning coaching and training organization, and an insurance agency supporting hundreds of financial planners across the United States.
Dave currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. He is regularly called upon as a public speaker and by the media to share his knowledge on holistic financial planning, including Bloomberg, MarketWatch, Forbes, Investor’s Business Daily, US News and World Report, Financial Planning Magazine and more.
About Alison Wealth Management
Our team takes a holistic approach to financial planning. We try to help maximize your life-savings to accomplish your unique goals by coordinating all critical areas of your financial life, including:
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Unhappy With Low Interest Rates
4.10
5 Year Annuity Rate
%
3 Year Annuity Rate
3.10
%
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non-affiliated entities. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. © 2018 Alison Wealth Management 2016-2018 Alison Wealth Management.
Offices in: Palo Alto, CA | Cleveland, OH | St. Petersburg, FL
Direct: 650-617-3402 | Website: https://AlisonWealth.com | Email: info@AlisonWealth.com
Low Minimum
We offer solutions on account balances as low as $25,000
High Rates and No Fees
We offer competitive interest rates compared to banks
Fiduciary
We are held to the duty of care of a fiduciary
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“We work as hard as our clients do to ensure their money is earning the best rates possible.”
Dave Alison, CFP®, EA
Founder & President
Dave is an active member of:
Originally from New York, Dave and his wife, Alana, travel frequently, including trips to visit her family in England. Through this family connection, Dave has also developed a unique specialty of serving the financial needs of UK expatriates residing in the US who are approaching retirement. He and Alana are the proud parents of two beautiful girls.
Rates are based on current interest rates and are subject to change at any time. Not all annuities are available in all states. Surrender charges may apply to withdrawals during the surrender period. A 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuities are not guaranteed by any bank or credit union and are not insured by the FDIC or any other federal government agency. Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.