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, practice consulting and coaching to individuals with an emphasis on high‑net‑worth clients and to business clients such as dental service organizations. The firm delivers flat‑fee consulting, fractional CFO services and management support rather than acting as a traditional portfolio manager. Rather than trading or taking custody of client accounts, Aligned’s engagements center on a Financial Road Map interview and ongoing coaching; clients retain responsibility for selecting custodians, overseeing investments and arranging money managers. The firm bills its consulting engagements on a flat‑fee, monthly in‑advance basis and does not accept performance‑based fees. Aligned’s outside business activities and affiliations are notable compared with peers: the principal is a licensed insurance agent (the brochure states he does not solicit commissions), the firm provides backend support to accounting firms through an affiliated entity (AlignedTax), offers fractional CFO services via DSO CFO, and provides management services to companies owned by the Ubuntu Income and Private Equity Fund — a fund‑related relationship that is uncommon for similar supported firms. Combined with a small, two‑advisor team operating in a consultative, non‑custodial capacity, these features distinguish its service mix from firms that primarily offer discretionary portfolio management.

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.