About Us

In 2003, Stephen D. Alison, CFP, turned 24 years of financial planning and investment experience into a successful business. Alison, LLC was formed with a vision to add a trusted and reliable name to the industry by providing exceptional service and personal attention for every client, every time. In 2009, a tax and accounting division was added allowing the company to offer full financial services.

Through the years, the company has never lost track of its sincere dedication to both clients and community. Alison, LLC employees help clients grow their wealth through unbiased strategic asset planning and investing, and robust tax planning and preparation while also devoting personal time to community service and involvement.

Alison, LLC strives to educate clients, build wealth and foster trust.

Our Philosophy

Client Commitment:

We work as a team to give our clients exceptional service while building a concrete foundation of family wealth.

Personal Service:

Our clients are entitled to personal attention and quality counsel from investment professionals who are serious about the quality of their work.

Suitable Investments:

Financial recommendations are made consistent with our clients’ long-term goals, financial circumstances and risk tolerance.

Full Disclosure:

We fully disclose to our clients all fees and expenses when doing business with our firm.

Guiding Principles:

We are guided by the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.