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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Inquire with us today and see how we can help you.

Pursuing Financial Independence by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Learn about what we do and our approach to help you save fast.

 

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Our Team

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Brad Wills

CFP®

Financial Advisor

Brad began his career as a financial advisor in 2006 with A.G. Edwards & Sons in Carbondale. He was soon invited to join a group of ex-...

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John Alongi

Financial Advisor

Born and raised in Southern Illinois, John Alongi is a 1993 graduate of SIU with 19 years of experience as owner and operator of his family’...

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Mary Swearingen

Director of Client Relations

Mary has been part of the Alliance Wealth Management team as Director of Client Relations since April 2016.

Originally from the Chicago...

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Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Asset Management

Asset Management is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Investments

It’s been said: What you sow, so shall you reap! When it comes to enjoying the fruits of your investment, truer words were never spoken.

 

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  •   115 S. Washington Street, Carbondale, Illinois 62901
  •   (618) 457-6525
  •   brad@alliancewealthmgmt.com

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