Alia Wealth Partners, LLC

Alia Wealth Partners, LLC is a financial planner in Germantown, TN. The firm provides comprehensive financial strategies and services, working with clients to understand their aspirations before building a plan around the numbers. Their work spans retirement planning, estate planning, tax planning, financial planning, insurance planning, and gifting strategies, including charitable giving. Financial planning at Alia covers budgeting, cash flow planning, saving for college, and saving for retirement, with each solution built around the individual client's situation. They serve clients across the Memphis area, and the business holds a 5.00 rating based on customer reviews.

The firm is led by Lindsey, and the team includes Phyllis as Director of Client Experience, who oversees client care from the initial meeting through regular check-ins and events. Alia's stated approach begins with assessing where a client currently stands financially, then selecting from their services to address long-term goals. Their retirement planning work looks at how clients envision retirement and prepares plans that accommodate large expenses and unexpected life changes, while continuing to plan for income generation after retirement. Client testimonials reference work with multi-generational family portfolios, estate planning for aging parents, and portfolio consolidation across multiple prior advisors.

The office sits on McVay Station Court, near the intersection of South Germantown Road and Poplar Pike. Germantown Presbyterian Preschool is adjacent to the property, and Germantown United Methodist Church Preschool is a short distance away. Howard McVay Park is within walking distance to the east.

The 5.00 rating reflects consistently positive feedback from the clients who have reviewed the firm.