About Us
about alliantWhy we started
Alliant Financial Solutions began in 2021 with a straightforward purpose: to walk alongside people who need help making sense of their money.
Starting this firm meant creating a place where someone could sit down, talk through what is really going on, and leave with a plan that actually makes sense for their life.
At Alliant Financial Solutions, our name says it all.
We’re more than financial advisors — we’re your trusted partners, committed to helping you navigate the path toward your goals. Like a dependable guide on a trail, we walk beside you, helping you make confident, informed decisions and avoid potential obstacles along the way.
We believe that financial clarity begins with understanding. That’s why we take the time to educate you about your options and provide honest, transparent advice you can count on. Our holistic approach focuses on what matters most to you — whether that’s faith-based investing, giving back to your community, spending more time with family, or leaving a lasting legacy.
At Alliant, we see money as a tool — one that can help you live a life of purpose and fulfillment. Together, we’ll create a plan that aligns your resources with your values, so you can achieve your vision of success with confidence and peace of mind.
Let’s take the next step on your financial journey — together.
How we work
LISTEN
BUILD
MONITOR
Our process starts with listening. You talk about where you are, what concerns you, and what you are hoping comes next. We ask questions, take notes, and work to understand the full picture before suggesting anything.
Together, we develop a clear financial strategy designed to serve as a practical roadmap for your goals. We take the time to walk through each recommendation and the reasoning behind it, ensuring every detail is shared in straightforward, everyday language. Our priority is your comfort with the plan, so we are always happy to explore different explanations or perspectives until you feel fully confident in the path forward.
From there, we stay in touch. Life changes, and your plan should change with it. We meet regularly to review where things stand, adjust what needs adjusting, and answer whatever questions have come up since we last talked.
Kevin Lewin
Investment Advisor
kevin@alliantfinancialsolutions.com
Faith and Finance
Entrepreneurship and personal connection have always defined my career... I realized the part of the job I enjoyed most was helping make sense of finances - I transitioned this passion into a second career.
Contact UsReady to get started?
If you have questions about your financial future, we can sit down and talk through them. Schedule a meeting, and we will start figuring out what comes next for you.