Alliant Wealth Advisors

Woodbridge, United States

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Description

Specialties

We are Wealth advisors who help a select number of families find financial peace of mind. In business since 1995, AWA is a registered investment advisory, fee-​only firm.

Our approach to wealth management is a little different. We use a consultative approach to wealth management. This allows us to get to know our clients and strengthen the client/​advisor relationship. We provide investment management, advance planning which includes wealth enhancement, wealth transfer, charitable gifting and wealth protection.

We offer solutions to complex financial situations. Our goal is to give you the vehicles to allow you to reach your financial goals. We offer inver

History

Established in 1995.

In 2009, after nearly nine years in business as an investment management and financial planning firm, Millennium Capital Management changed it’s name to Alliant Wealth Advisors. The new name represents a «refinement of our continuing mission: to offer unparalleled client service, and caring solutions to address a family’s complex financial situation» says John Frisch, CPA/​PFS, CFP®, President and Founder of the firm.

An active presence in our community, Mr. Frisch participates in many organizations serving on BB&T’s Local Advisory Board, as past Board Member of the Prince William Regional Chamber of Commerce, and a past Accountants Chair of the Potomac Hospital Foundation Capital Campaign.

Meet the Business Owner

John F.

Business Owner

John A. Frisch is a Certified Public Accountant, Certified Financial Planner, Personal Financial Planning Specialist and Investment Advisor Representative. He is also a member of the American Institute of Certified Public Accountants including the Personal Financial Planning division, Financial Planning Association, and National Association of Tax Practi-​tioners.

He was nationally recognized and received the Financial Planning Association Outstanding Pro Bono Effort certificate for his role in the development and award of 911 Victim’s Compensation Fund. An active presence in our community, Mr. Frisch participates in many organizations serving on BB&T’s Local Advisory Board, as past Board Member of the Prince William Regional Chamber of Commerce, and a past Accountants Chair of the Potomac Hospital Foundation Capital Campaign.