DOING THINGS DIFFERENT
THE ALIA WAY
Alia Wealth Partners is a reminder to our clients that, first and foremost, their needs for a life well-lived are paramount to us, and that we will work to reach that goal, together. Alia, meaning “apart from,” reinforces our philosophy that we will do things differently; we will offer a comprehensive planning experience that addresses our clients’ desires for how they want to live into retirement; and that we aim to make a powerful difference in the lives we touch.
OUR CLIENTS
CREATING OPPORTUNITY, TOGETHER
Our clients typically come to us either early in their careers, seeing the potential for long-term financial success, or when large transitions, like business acquisitions, divorce or family inheritance happen. We proudly work with these clients and others like you:
ENTREPRENEURS &
BUSINESS OWNERS
MULTI-GENERATIONAL
FAMILY PLANNING
WOMEN
BUSINESS OWNERS
FULL-SERVICE, COMPREHENSIVE
FINANCIAL PLANNING
OUR TEAM
OUR REWARD IS YOUR SUCCESS
We provide professional advice and investment solutions that help make a difference in our clients’ lives. While our team approach capitalizes on the skills and expertise of the entire Alia team, our one-to-one communication ensures you receive our full attention focused on only you.
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LINDSEY D. RHEA, CFP®
Owner | Wealth Strategist
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SOMER N. TAYLOR
Associate Wealth Advisor
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TED H. CASHION, AWMA®, CRPS®
Wealth Advisor
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MARK R. LOFT
Wealth Advisor
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LESLIE M. PARKER
Director of Client Services
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PHYLLIS P. GAY
Director of First Impressions
EXTENDED TEAM AT LPL FINANCIAL
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ANDREA S. MORROW
Client Service Liaison
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ERIC E. MCCRICKARD
Senior Marketing Consultant
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BRENTON W. SIMONSON
Chief Financial Officer
NEWSWORTHY KUDOS
AWARDS & RECOGNITION
Our professional and local communities do amazing work, which is why we are honored to receive these awards and recognition for the part Alia plays in furthering their missions.
IN THE MEDIA
Memphis Flyer “Setting Herself Apart: Lindsey Donovan Rhea,” Summer 2024
Germantown Magazine “Award Alia Wealth Partners,” Spring 2023
Memphis Business Journal “Women Who Lead | Financial Planning: Lindsey Rhea of Alia,” July 13, 2022
StyleBlueprint.com “She’s an Industry-Leading Wealth Advisor in a Male-Dominated Field,” June 26, 2022
LPL.com “Alia Wealth Partners Joins LPL Strategic Wealth Services,” Oct. 6, 2021
Memphis Business Journal People on the Move, Nov. 4, 2021
Memphis Business Journal People on the Move, April 5, 2021
Memphis Business Journal “Germantown financial firm takes on new brand under new owner,” Jan. 22, 2019
HONORS & AWARDS
2024 LPL Chairman's Club Masters, #469 out of 22,000+ advisors
2024 Forbes Top Women Wealth Advisors
2024 Forbes Best-in-State #16
Advisor Hub 50 Women Advisors to Watch 2023
2023 Memphis Business Journal 40 Under 40
2023 LPL Financial Chairman’s Club member, or in the top 4% of advisors at LPL (679 out of 21,000 advisors)
2022 Germantown Chamber of Commerce Small Business of the Year
2022 Memphis Business Journal Women Who Lead
2020-2021 Forbes Top Women Wealth Advisor
2020-2021 Forbes Best-In-State Wealth Advisor
2019 Forbes Top Next-Gen Wealth Advisor
The Forbes Best In State, Top Women, Top Next-Gen Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
