A complete list of active advisors currently associated with Align Financial Planning

Warmer can help you find a great advisor at Align Financial Planning or one who fits your needs even better.

Align Financial Planning is a fee-only independent advisory firm that works with individuals (including high-net-worth clients), charitable organizations, corporations, and employer retirement plans. The firm provides investment management, both ongoing and project-based financial planning, and retirement plan consulting and management. The firm develops individualized investment policies and asset-allocation targets for clients, using a mix of passive and active strategies and techniques described in its brochure (including fundamental, technical, and Modern Portfolio Theory approaches), and typically manages discretionary accounts on behalf of clients. Align also offers socially conscious investing options on request and conducts educational seminars and speaking engagements that are explicitly framed as general, non-individualized education. Notable features for a firm of this size include the provision of educational seminars and speaking engagements (a relatively uncommon service among independent advisers), the availability of optional tax-preparation services through a third-party provider (Uprise/Ontrail), and the capability to serve as a retirement plan investment manager under ERISA for plan sponsors. The firm’s principal has a disclosed outside business operating a bed-and-breakfast that the brochure says occupies roughly a quarter of their time.

To learn more about the advisors currently working at Align Financial Planning, 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.