POSSIBILITIES. MADE POSSIBLE.

WELCOME TO ALIA

MANY PEOPLE ASSUME WE WORK ONLY IN NUMBERS, CHARTS, INVESTMENTS—THAT KIND OF THING. WHILE THAT’S TRUE, HERE AT ALIA IT’S ALSO ABOUT EMPOWERING PEOPLE TO REALIZE THEIR FINANCIAL POSSIBILITIES. 

As a partner that provides comprehensive financial strategies and services, we get to know you before diving into the numbers, because if we first understand your aspirations, the money will follow. We’ll also explain things in a way that makes sense and removes stress from the equation. 

Your need for a life well-lived is paramount. With Alia Wealth Partners, we’ll make sure that you always … Live for the Possible.

INVESTMENT PLANNING

With today’s needs and tomorrow’s goals top of mind, we’ll review your investment portfolio, working to balance wealth preservation with growth and income needs.

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MEET SOMER

Before joining Alia, Somer worked with Memphis-based Hal Otey Financial, starting out as the firm’s director of first impressions and later serving as director of client services and associate wealth advisor. Never one to turn away from hard, focused work, Somer also served in the U.S. Army as an air traffic control specialist, monitoring and directing the movement of aircraft on the ground and in the air.

CLIENT TESTIMONIALS

  • “Lindsey and her outstanding team not only manage our financial portfolio but also manage portfolios for two other family members. They exceed all expectations for the expertise, patience, support and results needed from a financial planning partner."

    Bob V.

  • “I was so pleased with the in-depth approach Lindsey and the team at Alia provided, really taking into account our big picture needs, even outside of the core investment plan, and handling it all.”

    Mike N.

  • "We thank you, Lindsey, for taking care of us. Your prompt attention makes me feel like we are your only clients and I know that is not the case! You watching over our finances gives me the confidence to do life daily and not worry (too much) about not having the money to do what we need and want to do for the rest of our lives."

    Patsy W.

  • “Lindsey and Alia Wealth provided invaluable advice, direction, and knowledge when helping my aging Father readjust his portfolio to match his needs. After years of advisor diversification, Lindsey helped us to consolidate and make strong financial choices, while also keeping in mind his estate planning and longer-term needs. She is easy to work with and shows lots of integrity in her decision making. She involved the family, giving us confidence in our financial future.”

    Mary C.

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WE CAN HELP YOU PURSUE YOUR FINANCIAL GOALS.