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.  

  • LINDSEY D. RHEA, CFP®

    Owner | Wealth Strategist

  • SOMER N. TAYLOR

    Associate Wealth Advisor

  • TED H. CASHION, AWMA®, CRPS®

    Wealth Advisor

  • MARK R. LOFT

    Wealth Advisor

  • LESLIE M. PARKER

    Director of Client Services

  • PHYLLIS P. GAY

    Director of First Impressions

EXTENDED TEAM AT LPL FINANCIAL


  • ANDREA S. MORROW

    Client Service Liaison

  • ERIC E. MCCRICKARD

    Senior Marketing Consultant

  • 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. 

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)

  • Five Star Professional Wealth Manager 2019-2023

  • 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.

START A CONVERSATION

WE CAN HELP YOU PURSUE YOUR FINANCIAL GOALS.