Gregory A. Farland, CFP® AIF® CExP™

Greg Farland is the founder and CEO of Alliance Private Wealth. Having previously operated an independent franchise with Ameriprise Financial, Greg began his career as a financial advisor in 1998. In addition to many other honors and accolades received during his career. He has also been recognized by Commonwealth Financial Network as a Chairman’s Level Advisor every year since 2015, which is a distinction based on annual production and held by only the top 3% of Advisors.

In addition to applying his knowledge and expertise to long-term, full-service financial planning at Alliance Private Wealth, Greg also specializes in business exit planning. He has the knowledge and experience to assist business owners in navigating one of the most important financial decisions they will ever make. Greg finds it very rewarding to work with these business owners to develop and implement exit strategies that allow them to accomplish both their business and personal goals.

As a leader at Alliance Private Wealth, Greg strives to provide peace of mind to business owners and families as well as furnish his team with the tools and support necessary to provide indispensable service. About his professional philosophy, he says, “Humility and honesty are guiding principles for my life. I’ve always believed that if you put other people’s needs ahead of your own everything else will fall into place. For this reason we, at Alliance Private Wealth, make an unwavering commitment to always put the client first. We want to end each day knowing we did all we could and as a result have made a positive difference in someone’s life.”

Greg is a CERTIFIED FINANCIAL PLANNERTM professional, Certified Exit Planner, and Accredited Investment Fiduciary®. Outside of his role at Alliance Private Wealth, he enjoys spending time with his family, coaching youth basketball, being active in his church, and spending summers on Lake Winnipesaukee.

 

*Based on 10 objective eligibility criteria, including a minimum of 5 years as an active credentialed professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were named 2022 Five Star Wealth Managers. (The criteria provided reflects most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experience may vary. For more information please visit www.fivestarprofessional.com