Allegiance Financial Group Advisory Services, LLC
Allegiance Financial Group Advisory Services, LLC
Vienna, VA
Serving Clients Nationwide
Helping you achieve what matters most.
5 out of 5 Stars
Primary Advisor Locations
Allegiance Financial Group Advisory Services, LLC
Shawn Williamson, CFP®
Assaf Pinchas, CFP®
Charles Cooke, CFP®, CPFA®
Locations
📍 265 Racine Drive, Suite 204, Wilmington, NC 28403
📍 201 North Spence Avenue, Suite 407, Goldsboro, NC 27534
Video
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
About Allegiance Financial Group Advisory Services, LLC
At Allegiance Financial Group Advisory Services (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.
Our Services
▪️ Wealth Management
▪️ Financial Planning
▪️ Retirement Planning
▪️ Tax Planning
▪️ Business Planning
▪️ Estate Planning
Ready for the next step?
It's your life; you should live it the way you want. AFGAS believes that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.
With offices in Virginia and North Carolina, we work with clients across the U.S.
Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), Member FINRA/SIPC. Advisory services offered through appropriately registered Investment Adviser Representatives (“IARs”) of Allegiance Financial Group Advisory Services, LLC (AFGAS). AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000.
Investments in securities involve risk, including the potential loss of principal invested. Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Government Employees
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Physicians
- Women Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Thankful for Shawn!
✅ Wealthtender Certified Advisor Review™
Jun 24, 2025
I am so thankful that I have Shawn helping me plan for my future stability while allowing me to save for big fun! He explains financial investments and money management so well! Even I can understand it!
He truly listens to my needs/wants and then advises with the upmost integrity. He asks very specific questions about goals and planning that I would not have considered. I am so pleased with everything that Shawn and Allegiance Financial Group have done for me. This is a life-long relationship!
Relationship to Financial Advisor: Client as of Jun 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for and has not influenced the content of the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Exceptional financial advisor
✅ Wealthtender Certified Advisor Review™
Jun 18, 2025
Shawn has been exceptional in managing our finances with creating personalized plans to help our family achieve our short- and long-term goals. Specifically, Shawn has been incredibly helpful with his advice on budgeting, saving, investing, and planning for retirement. Shawn has also been very helpful with managing debt, planning for major life events, funding education, and ensuring we have adequate insurance coverage. Every meeting with Shawn has been insightful and we are always left feeling confident, less stressed, and on track to meet our financial goals.
Relationship to Financial Advisor: Client as of Jun 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for and has not influenced the content of the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Long time client
✅ Wealthtender Certified Advisor Review™
Jun 18, 2025
The advisor we began long term planning retired and Charlie who was part of his organization assumed responsibility for our account. It has been a long term well over 10 years association that has served us well.
Relationship to Financial Advisor: Client as of Jun 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for and has not influenced the content of the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Responsive, thoughtful, and knowledgeable
✅ Wealthtender Certified Advisor Review™
Jun 10, 2025
Assaf has been a wonderful advisor to our family over the last year. He is responsive to our questions and presents thoughtful and informed recommendations.
Relationship to Financial Advisor: Client as of Jun 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
25 years of fantastic service!
✅ Wealthtender Certified Advisor Review™
Jun 9, 2025
Assaf has been handling my retirement accounts for over 25 years and he treats me like family. He won’t let you down.
Relationship to Financial Advisor: Client as of Jun 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
GREAT advisor
✅ Wealthtender Certified Advisor Review™
Jun 9, 2025
I've been with Charlie Cooke for several years now and find him to be very friendly and helpful advisor. He stays up to speed on all of my investments and always provides great guidance.
Relationship to Financial Advisor: Client as of Jun 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
A very helpful team headed by Shawn
✅ Wealthtender Certified Advisor Review™
Jun 5, 2025
Our experiences with Shawn and his team have been not only very pleasant but have provided us with attentive interaction on our financial matters. They have always been available with answers to any questions we have had, to which they have provided prompt and knowledgeable responses. The care with which they have handled our portfolios has been excellent. We have enjoyed our relationships with this group and highly recommend their services.
Relationship to Financial Advisor: Client as of Jun 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Excellent Service
✅ Wealthtender Certified Advisor Review™
Jun 4, 2025
Assaf, and Sean Craft, have been handling our financials for nearly two decades. We have found them to be responsive to our needs and actively on top of our interests and goals. They work with us as well as for us.
Relationship to Financial Advisor: Client as of Jun 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Charlie is always very professional during our meetings.
✅ Wealthtender Certified Advisor Review™
Jun 4, 2025
I have been working with Charlie for about 18 years now. He is always well prepared and seems to be concerned about my well being. Charlie is very personable and is well versed in many areas. I can honestly say that I feel I can talk with Charlie about most anything and I will always get an honest opinion from him.
Relationship to Financial Advisor: Client as of Jun 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
FIRST CLASS Advisor
✅ Wealthtender Certified Advisor Review™
Jun 4, 2025
I've been with Shawn for over 25 years - my whole professional career. While both of our job roles have greatly changed, the level of service, attention, communication and customer commitment never has. Whether I was investing $66/month or $660/month, Shawn treats you the same and makes you feel like you matter. Now, we both have our own companies and besides my person planning, Shawn handles all of our corporate retirement planning needs. Hardly a month goes by where my partner and I don't look at each after a new hire is onboarded or a call with Shawn and say, "Thank god we have him".
Relationship to Financial Advisor: Client as of Jun 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Allegiance Financial Group Advisory Services, LLC has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
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Charles Cooke, CFP®, CPFA®
Allegiance Financial Group Advisory Services, LLC
Helping you achieve what matters most.
Wilmington, NC
Nationwide
Shawn Williamson, CFP®
Allegiance Financial Group Advisory Services, LLC
Helping you achieve what matters most.
Vienna, VA
Nationwide
Assaf Pinchas, CFP®
Allegiance Financial Group Advisory Services, LLC
Helping you achieve what matters most.
Vienna, VA
Nationwide
