A complete list of active advisors currently associated with Align Advisor Group, LLC

Warmer can help you find a great advisor at Align Advisor Group, LLC or one who fits your needs even better.

Align Advisor Group provides discretionary investment management, financial planning, and retirement plan consulting to individual and high‑net‑worth clients, as well as pension and business plan sponsors. The firm serves roughly 210 client relationships and advises on portfolios that include stocks, bonds, mutual funds, ETFs, and cash equivalents. Align’s investment process begins with an assessment of goals, risk tolerance, and an asset allocation plan grounded in modern portfolio theory; the firm implements both passive and active strategies and may engage third‑party managers as appropriate. Financial planning is integrated into the advisory relationship and is offered through written, project‑based engagements or ongoing subscription arrangements, allowing for regular monitoring and plan updates. Noteworthy aspects of the firm include operating its own wrap fee program and offering subscription‑style planning, both of which are uncommon among peers in this supported‑advisor category. Align also participates in a range of sponsored program platforms (including programs offered through LPL Financial and American Funds) and delivers services through a small advisory team managing a multi‑hundred‑million dollar asset base, which concentrates reliance on third‑party program structures and custodial relationships.

To learn more about the advisors currently working at Align Advisor Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.