Alliance Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$491,635,748
Clients
648
Advisors
6
of 8 employees
About
Alliance Wealth Advisors is a team-based registered investment adviser that provides wealth management, financial planning, portfolio management for individuals (including high-net-worth clients), business owners, trusts and retirement plans. The firm manages roughly $601 million in regulatory assets for about 648 clients and offers both ongoing discretionary investment management and modular financial planning services.
Alliance uses a goals-based, comprehensive financial planning process to establish customized asset-allocation strategies and builds portfolios using fundamental analysis, third-party research, and quarterly rebalancing. For discretionary clients it offers a range of risk-based strategies from conservative to aggressive, and it documents the use of option strategies and a firm-managed fixed income program while also serving as an ERISA fiduciary in both 3(21) and 3(38) retirement-plan roles.
Noteworthy aspects that differentiate the firm from many peers include a formal Alliance Center for Investor Education focused on community workshops and investor outreach, explicit implementation of option-based strategies (covered calls, cash‑secured puts, hedges and spreads), and an affiliation with Producers Choice Network through which certain insurance products may be offered on a commission basis. The firm also discloses referral arrangements with a public accounting firm and relies on custodial relationships with Raymond James and Schwab that provide research, conferences and practice‑management support which can influence platform selection.
Client services
Expertise
Occupation focus
Fee options
$0+: Up to 1.75% per year (Investment Management Program, negotiable) $0+: Up to 1.25% (Retirement Plan Consulting Program, negotiable, with minimum monthly fee of $250 per plan)
Commissions charged for insurance products and annuities; annuities are subject to either investment management fee or commission, but not both
Minimum fee: $50 per month per client relationship (Investment Management Program minimum fee); $250 per month per plan (Retirement Plan Consulting Program minimum fee) Fee-only: Financial planning fees start at $500, negotiable, may be waived or combined with investment management fee
Main office
538 Biden Street, Suite 700
Scranton PA 18503
Advisors at this office
6
Most active in
Florida · Georgia · Nebraska · New Jersey · New York · Pennsylvania · Texas · Virginia
Also doing business as
Alliance Center For Investor Education · Alliance Wealth Advisors, LLC · The Rose Holcomb Ross Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Perry R
CFP®, Series 63, Series 65
Scranton, PA
Alliance Wealth Advisors, LLC
Perry Rose is a CFP® professional with 40 years of experience in the financial industry. He has worked at firms including Morgan Stanley, Wells Fargo Clearing, and Financial Services International Corp before joining Alliance Wealth Advisors, LLC in 2017. Rose holds Series 63 and Series 65 licenses and is based in Scranton, PA. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, and retirement plans. The firm employs a goals-based financial planning process and offers discretionary investment management with risk-based strategies, option implementations, and firm-managed fixed income programs.
Michael C
Series 65
Scranton, PA
Alliance Wealth Advisors, LLC
Michael Cordaro is a financial advisor at Alliance Wealth Advisors, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Brown Brothers Harriman for five years before joining his current firm. Alliance Wealth Advisors is a team-based registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, business owners, trusts, and retirement plans. The firm employs a goals-based, comprehensive financial planning process and offers risk-based discretionary investment strategies alongside option-based strategies and a firm-managed fixed income program.
Sean D
Series 66
Scranton, PA
Alliance Wealth Advisors, LLC
Sean Dempsey is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wayne Bank. Outside of finance, he has worked at Elmhurst Country Club for six years. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning approach with customized asset allocations, risk analytics, and a range of investment strategies, while also offering retirement plan consulting and investor education programs.
Jude M
CFP®, Series 66
Scranton, PA
Alliance Wealth Advisors, LLC
Jude Mcdonough is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Alliance Wealth Advisors, LLC since 2019 and previously held roles at LPL Financial LLC and INVEST Financial Corp. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based planning process and utilizes risk analytics and diverse investment strategies, including options and fixed-income portfolios, to serve its clients.
Christopher R
CFP®, Series 66
Scranton, PA
Alliance Wealth Advisors, LLC
Christopher Ross is a CFP® professional with 22 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2017 and previously held positions at Financial Services International Corp and Wells Fargo Clearing. Ross is based in Scranton, PA and holds a Series 66 license. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, and retirement plans. The firm employs a goals-based, comprehensive financial planning process and utilizes fundamental analysis along with option-based strategies and a firm-managed fixed income program to manage approximately $601 million in assets.
Douglas H
Series 63
Scranton, PA
Alliance Wealth Advisors, LLC
Douglas Holcomb is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, with 40 years of industry experience. He holds a Series 63 designation and has been with Alliance Wealth Advisors since 2017, following previous roles at FSIC and Wells Fargo Clearing. Outside of his advisory work, Holcomb serves as a trustee and holds power of attorney for family investment-related matters, and he is a board member managing recreational lake activities with Ariel Land Owners, Inc. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, business owners, trusts, and retirement plans. The firm employs a goals-based financial planning process and offers discretionary investment management using fundamental analysis, option strategies, and a fixed income program, managing approximately $601 million in assets for around 648 clients.
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