A complete list of active advisors currently associated with Aligned Advisors

Warmer can help you find a great advisor at Aligned Advisors or one who fits your needs even better.

Aligned Advisors provides financial planning and advisory services to individuals and high‑net‑worth individuals, using a Financial Road Map interview process to develop step‑by‑step action plans and offering either flat‑fee or asset‑based billing options. The firm’s client base is concentrated on high‑net‑worth individuals rather than non–high‑net‑worth retail accounts, and it does not participate in wrap fee programs. Aligned typically provides advice without exercising investment discretion or custody, so clients are responsible for implementing recommendations and for oversight of investment accounts. The firm does not select or monitor third‑party investment managers, does not trade client accounts, and relies on clients’ chosen custodians or money managers for execution and reporting. Aligned discloses several outside business activities that are atypical for peers, including backend consulting to accounting firms, fractional CFO services to dental service organizations, a software product for dental bookkeeping, and management services tied to a private equity fund, reflecting involvement in fund sponsorship and related operating companies. The brochure also notes an insurance license held by firm personnel and states a policy against soliciting commissionable insurance products to clients, with these affiliations and potential conflicts disclosed in the firm’s materials.

To learn more about the advisors currently working at Aligned Advisors, 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.