Broker Check

We Have A Special Announcement 

PRESS RELEASE — Jacqueline L. Powell & Associates, Inc., a financial planning and advisory firm based in Carlisle, and Alliance Financial, a financial planning and advisory firm based in Wyomissing, Pennsylvania, are pleased to announce the completion of their merger.


This merger strengthens both firms in their position in the Central Pennsylvania region. Before the merger, Jacqueline L. Powell & Assoc., Inc. and Alliance were already closely aligned in their approach to financial planning philosophies and client servicing. The partnership is expected to result in greater efficiencies and services in overlapping geographical areas. In addition to the offices in Wyomissing and Carlisle, a third office has been established in Harrisburg for appointments.


“The merger of the two firms brings together additional experience and resources to provide financial planning advice to our existing clients and to individuals that may need our help in the future. Now more than ever, families need help in navigating their financial trajectory,” stated Alliance Financial President Kevin Fox, CFP ®. “With this merger, we have the resources to be able to help more individuals. The synergies between Alliance Financial and Jacqueline L. Powell & Assoc., Inc. will allow us to continue to provide excellent client service.”


Jacqueline Powell echoed the sentiment, “Having worked together quietly for over five years, the merger of Jacqueline L. Powell & Assoc., Inc. and Alliance Financial was a natural next step for both firms.”


The combined firms will use the Alliance Financial logo and social media platforms will be migrated to Alliance Financial.


“We would like to thank our existing clients for allowing us to service their needs,” said Fox. “We look forward to continuing our support and involvement in our communities, as we are dedicated to giving back as part of our greater mission.”