A complete list of active advisors currently associated with Aligning Wealth

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

Aligning Wealth provides wealth management, investment management, and financial planning to individuals and small businesses. The firm also offers Small Business CFO services for business owners, as well as educational seminars, speaking engagements, and freelance writing for publishers. As a fee-only adviser, Aligning Wealth combines ongoing investment management with financial planning in its Wealth Management service and may provide Investment Management on a standalone, case-by-case basis. The firm primarily uses passive strategies grounded in Modern Portfolio Theory, accepts discretionary trading authority for managed accounts, and may engage Outside Managers such as GeoWealth Management LLC and Focus Partners Advisor Solutions to implement strategies. Noteworthy for a small independent, solo practice, Aligning Wealth explicitly serves business clients with CFO-type consulting and retirement-plan consulting for employers — services that go beyond typical retail wealth management — and conducts educational seminars for groups. The firm’s roughly $3.97 million in assets under management and a limited client base (about 16 clients as of year-end 2025) suggest a boutique scale that relies on third-party platforms and outside managers to deliver a broader set of services.

To learn more about the advisors currently working at Aligning Wealth, 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
Jenna Van Leeuwen	Jersey City, NJ	7

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