Kevin Harvel, Founder

My clients share many characteristics: they care deeply about their families; they are driven professionally; they believe in extending goodwill towards others; and they value experiences over a net-worth number on a balance sheet. Everyone understands the need for financial planning. But in a world where time is scarce and information-overload is abundant, it may be daunting to know where to start.

I formed Alliance Wealth Management to help families take control of their financial lives. Our mission is to help you create financial balance--the balance of enjoying life's experiences today without sacrificing financial stability in the future. As an independent financial advisor, my interests are aligned with yours. I want to help you eliminate financial uncertainty so you can grow, succeed, and focus on the areas of your life that make you happy.

Our working relationship is rooted in mutual respect, honesty, trust and transparency. Together, we form an Alliance. 

Blakeney Financial Group

We understand the benefits of partnering with companies and entrepreneurs who share a similar philosophy. Alliance Wealth Management has formed a strategic partnership with the members of the Blakeney Financial Group to share resources, ideas, and strategies to benefit our individual practices and the clients we serve. Additionally, Blakeney Financial Group is available in the event of a business succession to ensure our clients always have a trusted advisor. 

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Securities America

Licensing and compliance for Alliance Wealth Management is administered through Securities America. As an independent broker-dealer, Securities America empowers advisors to run their businesses as they see fit while ensuring we serve our clients' interests and stay compliant with regulatory authorities. 

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Contact

6094 Holden Ct.
Fort Mill, SC, 29715

704-893-3807 [email protected]

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