Lagrange, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
The Fiduciary Alliance
Multi-team
Firm-wide stats for The Fiduciary Alliance
About
The Fiduciary Alliance advises individuals (including high-net-worth clients) and also works with retirement plans and other investment advisers, delivering investment management and comprehensive financial planning services. The firm provides discretionary portfolio management alongside written financial plans, estate-planning support, business-planning and risk-management reviews, and makes third-party insurance resources available through a network relationship.
The firm builds individualized investment policies and supervises accounts using a mix of fundamental, technical, cyclical and charting analysis, and it may engage third‑party managers as part of implementation. It also manages held‑away and participant retirement accounts using order‑management tools and periodic rebalancing to pursue tax‑efficient asset location and opportunistic rebalancing strategies.
Notable distinctions include regularly serving other investment-adviser clients and providing ERISA 3(21) nondiscretionary services to plan sponsors, roles that are less common among multi‑team firms. The Fiduciary Alliance also participates in paid lead-generation and promotional programs (for example, SmartVestor/Ramsey Solutions) and discloses that it may receive performance‑based compensation or carried interest on certain alternative investments, with related conflicts and mitigation measures described in its disclosure materials.
Based on The Fiduciary Alliance
Expertise
Based on The Fiduciary Alliance
Location
201 Ridley Ave, Suite A
Lagrange GA 30240
Advisors at this office
3
Advisors at this office
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.
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.
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.
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