Dave Alison, CFP®, EA, BPC
Founder & CEO | Senior Wealth Advisor
Meet Dave Alison
Dave Alison is the Founder & CEO of Alison Wealth Management and the President & Founding Partner of Prosperity Capital Advisors. A nationally recognized leader in tax strategies, investment management, and holistic financial planning, Dave is dedicated to simplifying the financial lives of successful families, individuals, and business owners.
Headquartered in Charleston, South Carolina, Alison Wealth Management helps clients align their wealth with their values and goals through an integrated approach that coordinates tax reduction, wealth building, retirement income planning, and advanced strategies for executives, entrepreneurs, and high-net-worth individuals.
Awards & Media Appearances
Dave’s leadership has earned him national recognition. Most recently, he was named Advisor of the Year (Regional – Southeast) at the 2025 InvestmentNews Awards.*
His expertise has made him a trusted source for outlets such as Bloomberg, MarketWatch, Schwab, Forbes, Investor’s Business Daily, U.S. News & World Report, and Financial Planning Magazine.
Education & Experience
Dave’s career was shaped by helping his brother—Founder and CTO of a tech startup later acquired by Meta—navigate complex financial and tax planning decisions. This experience inspired him to establish Alison Wealth Management’s Palo Alto office, serving entrepreneurs and executives with similar needs. Today, the firm’s Charleston office serves as its headquarters, where Dave focuses on guiding ultra-high-net-worth families, individuals, and business owners through every aspect of their wealth.
He holds a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, and is an Enrolled Agent authorized to represent clients before the IRS. He has also earned the Series 65 license, the Bucket Plan Certified™ designation, and life, health, and annuity licenses.
As President & Founding Partner of Prosperity Capital Advisors, Dave leads a nationally acclaimed SEC-registered investment advisory firm that now manages over $3.9 billion in client assets. In this role, he also serves as Chair of the Investment Committee, overseeing investment strategy and execution for thousands of families nationwide.
Get to Know Dave
In addition to his work with clients, Dave is passionate about mentoring financial planners, CPAs, and estate planning attorneys, and is a frequent speaker at leading industry conferences.
Away from the office, Dave enjoys life in Charleston with his wife, Alana, and their three daughters. An avid offshore fisherman, he can often be found trolling off the coast of Charleston when he’s not working or spending time with his family.
*The InvestmentNews Awards follow a five-stage methodology to identify and honor excellence across the wealth management industry. First, nominations are accepted from a broad range of professionals and organizations nationwide, with no fee to enter. Next, the InvestmentNews team conducts research to supplement nominations and ensure no outstanding candidates are overlooked. In the third stage, selected excellence awardees are notified and invited to submit detailed entries addressing the award criteria. These submissions are then reviewed in stage four by an independent panel of industry leaders, who evaluate entries impartially using predefined criteria. Finally, winners are determined through a points-based system and announced at a formal awards ceremony, with promotional support offered to celebrate their achievement. Third-party rankings and recognition from rating services or publications are no guarantee of investment success. Working with a highly rated advisor does not ensure a current or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.