Allegiance Financial Group

Allegiance Financial Group

Allegiance Financial Group Advisory Services was established in 2021 by partners Assaf Pinchas and Shawn Williamson, both CFP® professionals, with a Vienna, Virginia headquarters. The firm operates as an independent registered investment adviser explicitly targeting high-net-worth individuals and business entities, a posture it maintained from launch. It added a Wilmington, North Carolina office to extend coverage across the US, listing eleven total professionals on its team page, including five CFP®-credentialed partners and associates. Its service stack covers wealth management, financial planning, retirement planning, tax planning, business planning and estate planning — a full-spectrum advisory line typical of a multi-partner RIA but notable for the emphasis on business-owner planning. The firm itself disclosed collaboration with a nationwide network that names The Strategic Financial Alliance, Buckingham Strategic Partners, Dimensional and Avantis Investors as layer-two resources, though no legal partnership or affiliation is claimed. AFGAS positions its portfolio construction as independent and fiduciary, leaning on external custodians and third-party strategists rather than proprietary products. The partnership list includes four named partners: Pinchas and Williamson in Vienna; Charlie Cooke and Chief Operating Officer Haley Ellis in Wilmington. The team conversion from pure wealth management into a retirement-plan specialty is visible because Keisha Franzen, QPFC, serves as a dedicated Retirement Plan and Operations Specialist, and both Cooke and Ellis carry the CPFA® designation alongside the CFP®. No AUM or aggregate client-asset figure is publicly disclosed. The firm has not publicized any single transformational event inside the last 24 months. Structurally, AFGAS functions as an ensemble practice rather than a founder-dominated shop — four equity-level partners run separate geographies under one ADV, a configuration that disperses key-person risk. Its open-architecture, no-proprietary-product stance aligns the revenue model to fees transparently, which differentiates it from bank-owned or manufacturer-affiliated advisory groups that dominate segments of the HNW market in the mid-Atlantic.