A complete list of active advisors currently associated with Total Alignment Wealth Advisors, LLC

Warmer can help you find a great advisor at Total Alignment Wealth Advisors, LLC or one who fits your needs even better.

Total Alignment serves high‑net‑worth and ultra‑high‑net‑worth individuals and families, offering private family office services, comprehensive financial planning and investment consulting. The firm delivers written financial plans, maintains client priority lists and coordinates with clients’ outside portfolio managers rather than acting as a primary discretionary investment manager. Advisory work emphasizes scenario‑based planning and consolidated data access through a web‑based planning platform, and includes documented oversight of outside managers via semi‑annual calls, performance reviews and annual analyses. The firm employs fundamental and technical analysis to inform recommendations but leaves trade execution and discretionary authority to clients or their selected investment managers. Distinctive features include an affiliated law practice that may provide legal services under separate engagement terms, ownership of a subsidiary registered investment adviser to which the firm refers clients (with a disclosed intercompany fee arrangement), and involvement in a fintech initiative to deliver subscription‑based planning tools. The combination of a multi‑advisor team serving a relatively small client roster while not holding client assets or voting proxies sets its operating model apart from most peer team firms.

To learn more about the advisors currently working at Total Alignment Wealth Advisors, LLC, 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.