BBB Accredited · 30+ Years of Experience

Your Retirement, Your Way.

We guide individuals, families, and business owners through changing economic landscapes and market cycles. Let's build your blueprint for a confident retirement.

30+ Years experience
BBB Accredited
100% Client focused
2 Office locations
Personalized Plans Tailored to your unique goals
Investment Management Smart strategies for every market
Retirement Planning Retire on your terms
Legacy Protection Secure your family's future
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Years of Experience

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Office Locations

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Personalized Plans

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Hidden fees — transparent pricing always

Personalized

Every plan tailored to your unique goals

Fiduciary

We always act in your best interest

Local

Florida, Michigan & satellite offices

Who We Are

Secure Your Financial Future with Confidence

At Alliance Advisors Wealth Management, we believe that a well-planned retirement is the key to peace of mind. With decades of experience, we specialize in personalized strategies designed to help you navigate every aspect of your financial future.

From retirement and tax planning to investment management and long-term care — our goal is simple: to ensure you feel confident and secure as you transition into retirement.

Let's work together to create a plan that allows you to enjoy tomorrow while feeling secure today.

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What We Offer

Financial Services Tailored for Your Future

Hover over a service to learn more. Click to explore the full details.

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Retirement Planning

We help you create a personalized retirement strategy that ensures financial security and peace of mind for your future.

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01 Retirement Planning
02 Investment Management & Financial Planning
03 Trust and Estate Planning
04 Highly Appreciated Assets & Capital Gains
05 401k & Specialty Business Retirement Plans
06 Financial Planning for Women
07 Long Term Care Costs
VIDEO LIBRARY

Master Your Financial Future

Practical retirement insights and wealth planning strategies with David Peters

Retirement Planning

Retirement Talk with David Peters

Alliance Advisors Wealth Management

Financial Planning

Financial Freedom Guide

Alliance Advisors Wealth Management

Meet the founder

David Peters

Founder & Principal Advisor · Since 1999

Starting in 1994 at a Wall Street firm, David has spent 30+ years helping individuals, families, and business owners build confident retirement plans. He founded Alliance Advisors in 1999 with one mission — to put clients first, always.

Hear from David

Series 65 Licensed Wall Street Alumni UNC Economics Insurance Licensed

Client stories

What Our Clients Say

Have been through a few financial advisors over the years and a decade and a half ago we found Alliance Advisors. Always responsive to our needs and will explain 'why' whenever you may ask. We recommend their excellent services with confidence.

LP
Lawrence P. ★★★★★

We have worked with Alliance Advisors for many years and actually love them. Very good at what they do, and easy to get along with. We highly recommend them to anyone looking for these services.

JF
Jeff F. ★★★★★

David and his team gave us the clarity we desperately needed. After years of worrying about retirement, we finally have a solid plan in place. We couldn't be more grateful.

ST
Sandra T. ★★★★★

Purchased a supplementary income stream in preparation for retirement from David. It went smoothly from start to finish. Very pleased with how easy he was to work with and especially the end result.

C
Charles ★★★★★
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