COVID-19 Update

Alliant Wealth Advisors is an "essential business" under Virginia state law and we remain fully operational during the COVID-19 crisis.

To keep our clients, staff and colleagues safe we are currently holding all meetings via video conferencing. And we are alternating a small number of staff in our office while the majority serve you from their home.

Speaking of our office. Our headquarters in Prince William will relocate to the Signal Hill Professional Center at 9161 Liberia Avenue, Suite 100, Manassas, VA 20110 effective Monday, April 20, 2020.

Whether we are virtual or in person, we are here for you. Please keep safe.

Best Regards,

John Frisch, CPA/PFS, CFP®, AIF®, PPC®


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Financial Planning

At Alliant Wealth Advisors, we help you to safeguard and build wealth, and use it to create the secure, fulfilling life you envision. Financial planning is a basic, effective tool in this process.

A complete financial plan helps you to clarify your goals and lays out a path to achieving them. Financial plans also help you to keep the big picture in mind so that you can avoid impulsive mistakes and stay on track toward your objectives. Among the areas our plans address:

  • Determining your goals.
  • Calculating their cost.
  • Saving/investing to achieve your goals including retirement.
  • Identifying insurance needs including life, disability and long-term care.
  • Funding college education.
  • Maximizing Social Security claiming.
  • Minimizing taxes.
  • Estate planning to efficiently transfer your wealth and avoid estate tax.

Our financial planning process also determines your investment time horizon and your comfort level with taking on market risk. That information helps us to craft investment strategies that are custom-tailored to you.

Family Wealth
Alliant Wealth Advisors was founded to help a select group of individuals and families achieve all that is important to them financially. To achieve our mission, we use a consultative wealth management process.

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Let's Talk
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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