Award Alia Wealth Partners

from Germantown Magazine Spring 2023

Ron Fittes AMBASSADOR Award

Alia Wealth Partners’ financial consultants have more than a century of combined experience necessary for developing investment strategies for a variety of needs based on sound principles of risk and reward. Alia’s unique approach to wealth management enables clients to build and maintain a portfolio designed to meet long-term financial objectives based on individual goals. This commitment to customizing financial strategies has gained the respect, and attention, of the financial world.

Owner and Principal Wealth Strategist Lindsey D. Rhea has been recognized by Forbes as a top female wealth advisor as well as a best wealth advisor in Tennessee for two years running. Rhea has also built a solid foundation of trust among respected female investors and business owners throughout Memphis and the Mid-South.

“As a woman in the male-dominated field of finance, and as a Certified Financial Planner™, I believe women have such an important place in the industry,” Rhea says. “Younger investors and a growing number of women are taking control of their investments and financial futures and creating new ways to think about investing. Female advisors have a natural strength in being able to discuss more of the emotional aspects of investing. They’re not afraid to ask questions that others may not ask.”

Alia’s services include estate and trust planning, investment strategy, retirement planning, insurance policy review and analysis and cost-efficient tax preparation.

“We call our philosophy The Alia Way,” Rhea says. “Alia, meaning ‘apart from,’ reinforces our philosophy that we will do things differently. It 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. We aim to make a powerful difference in the lives we touch.” Alia offers a comprehensive approach to financial planning through the allocation, aggregation and tracking of assets. Through this approach, investors can navigate unexpected life circumstances with more confidence. Whether funding a child's education, starting a new business, buying a vacation home or planning for retirement, a flexible and wellstructured investment plan pursues what is possible.

“Many people think my job is mostly about numbers, stocks and bonds, the stock market, the financial side,” Rhea says. “To me, it is about relationships and helping people. I try to get to know the person before learning about their financial situation. If I know what their goals are, the money will follow.”

By Sarah Vaughan