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Daniel P

Series 63, Series 66

Lagrange, GA

The Fiduciary Alliance

Daniel Phillips is a financial advisor at The Fiduciary Alliance with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Madison Park Capital Advisors, LLC and Charles Schwab. Outside of his advisory role, he is a cofounder and 10% owner of BLOXX, LLC, an electronic privacy protection company. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a variety of analytical approaches and may utilize third-party managers while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Kyle C

CFP®, Series 66

Lagrange, GA

The Fiduciary Alliance

Kyle Crawford is a CFP® with 24 years of industry experience, currently practicing at The Fiduciary Alliance since 2024. His prior work includes roles at Bison Wealth, LLC and SA Stone Wealth Management, Inc., spanning over a decade. He also serves as a member of the Planning and Zoning Board for the City of Lagrange, GA, a position he has held since 2009. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a variety of analytical approaches and discretionary portfolio management, with notable involvement in ERISA 3(21) nondiscretionary services and collaboration with third-party managers.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Michael C

Series 65

Lagrange, GA

The Fiduciary Alliance

Michael Childress is a financial advisor at The Fiduciary Alliance in Lagrange, GA, holding a Series 65 designation with one year of industry experience. Before joining The Fiduciary Alliance, he worked at Senior Select Insurance and has a background in education spanning nine years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers, utilizing a mix of fundamental, technical, and cyclical analysis alongside discretionary portfolio management and third-party resources.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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