A complete list of active advisors currently associated with Align Financial Solutions
Warmer can help you find a great advisor at Align Financial Solutions or one who fits your needs even better.
Align Financial Solutions is an independent, single‑advisor firm that provides discretionary and non‑discretionary asset management, ongoing financial planning and consulting, and educational seminars and speaking engagements for individual and high‑net‑worth clients. The firm’s service menu explicitly covers comprehensive planning topics—retirement, estate, insurance review, college funding, business and divorce financial planning—integrated with portfolio management. The firm describes an investment process that combines fundamental analysis, Modern Portfolio Theory, mutual fund/ETF analysis and cyclical analysis, with quarterly monitoring, rebalancing and the option to engage sub‑advisors. Align may delegate management through a third‑party platform (Advyzon AIM) offering direct indexing and tax‑aware overlay services, and it operates with both discretionary and non‑discretionary client arrangements while delivering ongoing planning support. Noteworthy features relative to peers include the principal’s specialist credential in divorce finance and the firm’s explicit divorce financial‑planning offering, plus its regular public seminars and workshops as a client‑education channel. The brochure also highlights a small client roster with about $22.36 million in discretionary AUM—implying a higher average asset level per client—and discloses that the firm pays certain AIM platform and direct‑indexing fees rather than billing them to clients, while the principal’s prior licensing and experience in insurance and broker‑dealer roles informs the firm’s insurance and risk‑management reviews.
To learn more about the advisors currently working at Align Financial Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Hoboken, NJ
| 12
|
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