Meet the Founder:

Alissa Krasner Maizes. J.D., 

While her friends read Seventeen magazine, Alissa read about investing. Her grandmother’s struggles through the depression influenced her lifelong passion for personal finances. Those stories instilled a strong value in spending money wisely.
 
When it was time for her to buy her first home, she paid heed to that advice, purchasing a home well within her budget, which she continues to live in about 22 years later. Prioritizing value and “needs” over “wants” allowed Alissa to instill her mindset in her grown children and amplify her wealth, setting aside money for investments. She simplifies the process and shares this value mindset with her clients empowering them to live the life they want. 

Alissa simplifies the financial planning process with her straightforward and supportive approach, helping people overcome anxiety around their money. Alissa incorporates her legal knowledge, giving her a unique perspective on how estate planning, inheritances, taxation, and other legal matters impact finances. 

When not advising clients, Alissa volunteers for nonprofits developing campaigns to help them reach their fundraising goals, helping to raise millions of dollars for causes close to her heart. She also values her time with her friends and family and still loves reading financial articles and books, listening to podcasts, and watching CNBC.