We are Thrive and Protect Advisory. Straightforward, honest, financial advisors.
Our
Values
Transparency
We believe that open and honest communication is key to building trust with our clients. Everyone deserves to fully understand their financial situation, the options available to them and how our recommendations will help to achieve their goals. There are no hidden fees, no complex jargon—just clear, straightforward advice.
Compassion
Our compassion is at the heart of everything we do. We understand that everyone's financial journey is unique, and it’s not always easy to discuss challenges like debt, savings, or future planning. That’s why we approach each client with empathy and a genuine desire to help, creating a safe, judgment-free space where they can be open about your financial situation.
Respect
Respect is fundamental to how we engage with clients. We believe in honoring individual needs, goals, and values, and we are committed to providing financial guidance that reflects unique circumstances. We listen attentively, respect choices, and work collaboratively to develop strategies that align with each indviduals’’ vision for the future.
About Me
My name is Alisha Wells. First and foremost, I am a mother. Originally from Colorado, I recently moved to Florida with my family and began my journey as a financial professional.
At the age of 41, I found myself in need of financial guidance. I was desperate, facing roadblocks, and unsure if I’d ever be able to retire or leave a legacy for my family. This concern ignited a passion in me to not only find solutions for my own financial security but also to dedicate my time and resources to helping others like me who are seeking a path to financial freedom.
Through Thrive and Protect Advisory, my mission is to reach as many like-minded individuals and families as possible by offering free financial education and services. I provide personalized financial needs analysis, creating a roadmap tailored to each unique circumstance, with the ultimate goal of achieving financial freedom.
What I guarantee is a no-pressure, no-judgment approach—because I’ve been there myself. Together, we’ll work step by step to fill in the gaps, whether it’s generating cash flow, managing debt, building an emergency fund, ensuring proper protection, accumulating assets, or preserving your estate. My hope is that we can provide you with financial support and peace of mind.
Our Home
awells@thriveprotectadvisory.com
(303) 523-4183
Deltona, FL 32725
Our home base is in Deltona Florida but don’t let that deter you because we see people remotely via Zoom, don’t hesitate to schedule a call with us today!
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