Broker Check

LINDSEY D. RHEA, CFP®

Owner | Wealth Strategist

As Owner and Wealth Strategist of Alia Wealth Partners, Lindsey works closely with her clients in formulating appropriate strategies and selecting investments that are designed to match each one’s specific goals and objectives.

Leslie M. Parker

Director of Client Services

Leslie has more than 20 years of experience in the financial services industry. She believes that our clients deserve an elevated level of service and support, and she provides this to them and their families. As a valuable member of...

OUR INVESTMENT PHILOSOPHY

OUR INVESTMENT PHILOSOPHY

At Alia we believe in four basic tenets to asset management: make sound investments, be diversified, stay committed for the long term and help manage taxes.¹ It is our commitment to this philosophy that has not only enabled us to help our clients during favorable market conditions but has also helped develop wealth preservation strategies during downturns.

Our Planning Strategy

Our Planning Strategy

Planning is not a single event—it's a process, so as circumstances in your life continue to change, so should the investment strategies we use in addressing your objectives. Whether it is funding a child's education, starting a new business, buying a vacation home or planning for retirement, a well-structured investment plan will help you pursue what’s possible.

LET'S CONNECT

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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