Allegiance Financial Group Advisory Services - AFGAS

Allegiance Financial Group Advisory Services - AFGAS Helping you achieve what matters most. At AFGAS, our mission is to empower our clients in achieving what truly matters to them.

We foster enduring relationships by prioritizing our clients' interests above all else. Through our holistic and consultative approach, we assist our clients in safeguarding and expanding their wealth, allowing them and their loved ones to focus on what matters most to them in life. We believe that success lies in the lasting connections we build and the positive impact we make in the lives of our

clients. By offering tailored solutions and unwavering support, we strive to be the trusted partner our clients can rely on for a lifetime, enabling them to pursue their dreams and create a meaningful legacy. With offices in Virginia and North Carolina, we work with wealth management clients across the U.S.

Happy birthday, Garrett Welsh! 🎉Wishing you a wonderful day and a great year ahead. We’re grateful to have you on the Al...
06/02/2026

Happy birthday, Garrett Welsh! 🎉

Wishing you a wonderful day and a great year ahead. We’re grateful to have you on the Allegiance team!

Join us in congratulating Samantha Buchanan on passing the Series 65 Exam (Uniform Investment Adviser Law Examination)!T...
05/22/2026

Join us in congratulating Samantha Buchanan on passing the Series 65 Exam (Uniform Investment Adviser Law Examination)!

This achievement represents the dedication, hard work, and commitment Samantha has invested in her professional growth within the industry and our firm. Her desire to grow and continue learning is evident in the way she supports both our team and clients each day.

We are proud to celebrate this important milestone and look forward to all that lies ahead in her career journey. Congratulations, Samantha!

Please join us in celebrating Kay Bragg as she begins her retirement from Allegiance Financial Group Advisory Services.K...
04/30/2026

Please join us in celebrating Kay Bragg as she begins her retirement from Allegiance Financial Group Advisory Services.

Kay has been a valued part of our team and a trusted resource for our clients. Her kindness, dedication, and genuine care for others have made a lasting impact on so many people.

While we are excited for her as she begins this next chapter, she will be greatly missed by our team and the clients she has supported over the years.

We wish Kay happiness, wonderful memories, and many special moments with her family in retirement.

Thank you for everything, Kay!

Happy birthday to our Retirement Plan & Operations Specialist, Keisha Franzen! Wishing you an amazing day full of celebr...
04/28/2026

Happy birthday to our Retirement Plan & Operations Specialist, Keisha Franzen! Wishing you an amazing day full of celebration.

Wishing our COO, Haley Ellis, CFP®, CPFA®, a happy belated birthday! We hope you enjoyed a wonderful weekend celebrating...
04/27/2026

Wishing our COO, Haley Ellis, CFP®, CPFA®, a happy belated birthday! We hope you enjoyed a wonderful weekend celebrating.

Our very own Haley Ellis, CFP®, CPFA®, Partner & Chief Operating Officer at AFGAS, will be presenting and participating ...
04/13/2026

Our very own Haley Ellis, CFP®, CPFA®, Partner & Chief Operating Officer at AFGAS, will be presenting and participating in a panel at the upcoming SFA Partners Conference in Nashville, April 20–23.

Haley will lead a presentation on operational leadership within growing firms. Drawing from her experience transitioning from Financial Planner to COO and Integrator, she will share insights on ex*****on, accountability, and building the internal leadership structure needed to support long-term growth.

She will also join the Women Advisors Network panel focused on how women are shaping the next decade of financial planning, bringing perspective on leadership, growth, and the evolving role women continue to play in our profession.

We’re proud of Haley and excited to see her represent AFGAS at the conference!

Address

374 Maple Avenue East Suite 204
Vienna, VA
22180

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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