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Brian B
Series 65
Raleigh, NC
Aligned Wealth Solutions, LLC
Brian Bewley is a financial advisor with Aligned Wealth Solutions, LLC in Raleigh, NC, holding a Series 65 designation and 15 years of industry experience. He has worked at several firms, including Retirement Wealth Advisors, Inc. and Virtue Capital Management, LLC. Outside of advising, he serves as an independent insurance agent and holds leadership roles in technology and financial reporting companies. Aligned Wealth Solutions specializes in discretionary portfolio management primarily through model marketplaces and pooled investment vehicles, utilizing low-cost mutual funds and ETFs. The firm emphasizes Modern Portfolio Theory and strategic asset allocation, offering financial planning and treasury management services.
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