"Building long-term successful relationships."
We're an independent wealth management firm built upon a dedication to delivering outstanding results exceptional ressults.
We are financial stewards for our clients to provide intelligent, cost effective, and tax efficient integrated wealth management services in a caring, positive and competent manner that makes clients’ lives easier and less stressful.
To do what's best for clients & our employees.
We help financially successful individuals and families live their dreams by providing integrated financial planning, tax and investment strategies for every stage of life.
We're dedicated to providing a healthy and productive work environment for our employees, so that they can provide the best experience for our clients.
Steven Linden, CPA/PFS
CO-FOUNDER, WEALTH ADVISOR
Steve is a Wealth Advisor and founding partner of Alliance Wealth Management Group, and has over 30 years of professional experience in the financial services industry. He has extensive knowledge of accounting principles and tax code, and provides clients with direction in financial planning and investment strategies. Steve is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.
Thomas McCabe, CPA/PFS
Tom is a Certified Public Accountant (CPA) and founding partner of Alliance Wealth Management Group with more than 25 years of professional experience advising high-net-worth individuals, families and small businesses on tax and financial matters. Tom holds a Series 7 securities license and obtained his CPA license in 1988. He has earned the American Institute of Certified Public Accountants’ PFS (Personal Financial Specialist) credential “CPA/PFS”.
Steven M. Fox
Steve is the Chief Operating Officer (COO) and founding partner at Alliance Wealth Management Group. He has almost 20 years of professional experience in the financial services industry. Steve has extensive experience with executing corporate strategy, organizational leadership, marketing and communications, product strategy positioning, public relations, advertising, and client experience.
Ken Paul, CFP®
Ken is a Wealth Advisor with 17 years of professional financial services experience advising individuals and families. Previously, he has worked for First Investors Corporation, Merrill Lynch and The Vanguard Group. As a graduate of Drexel University, Ken is a CERTIFIED FINANCIAL PLANNER™ practitioner and a licensed Health and Life Insurance Representative with FINRA Series 7 and 66 registrations.
Paul Esposito, CFA®, CFP®
Paul R. Esposito is a Wealth Advisor and the Senior Portfolio Manager at Alliance Wealth Management Group, and has over a decade of investment management experience. Paul is responsible for global capital market research, formulating both strategic and tactical asset allocation recommendations as well as conducting fund manager due diligence.
Linda Ialacci, CPA
Linda is a Tax Advisor and Affiliate of Alliance Wealth Management Group, and has over 30 years of experience in the accounting field, both in the corporate environment and public accounting, where she has focused her talents for nearly 20 years. She specializes in advising business clients as well as individuals, in ways to increase efficiency and reduce taxes wherever possible.
Jeff Yovanovich, EA
Jeffrey A. Yovanovich is a tax advisor and preparer at Alliance Accounting Group and is responsible for tax preparation, planning and client representation.
Jeff grew up in Hunterdon county and graduated from North Hunterdon high school as well Raritan Valley community college where he earned a diploma in the Accounting Career Program. Jeff’s vast experience in the tax accounting field spans 15 years and 4 accounting firms prior to joining Alliance.
CLIENT SERVICE ASSOCIATE
Susan is the Client Service Associate at Alliance Wealth Management Group. She came to Alliance with over 20 years of customer services experience, including 7 in the Financial Services industry. At Alliance, Susan is responsible for providing and maintaining the positive experience our clients have come to expect. She works with our Wealth and Tax Advisors and our custodians to ensure all client requests are handled correctly and efficiently.