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 is a small, fee-only registered investment adviser that serves individuals (including high-net-worth clients) and small businesses with integrated wealth management combining investment management and financial planning. The firm offers financial planning on ongoing, project, or hourly bases and provides Small Business CFO services as an add-on for business-owner clients, alongside group educational seminars and freelance writing engagements. Investment management is typically discretionary and grounded in Modern Portfolio Theory, favoring passive, asset-class-based portfolios implemented with index mutual funds and ETFs while also incorporating fundamental and cyclical analysis. The firm may engage third-party outside managers (including GeoWealth and Focus Partners) for sub-advisory management and conducts ongoing oversight of those managers. What distinguishes the firm from many of its independent peers is its explicit service set for business clients—combining portfolio management, Small Business CFO support, and exit-planning expertise—and its provision of educational seminars and writing services. The firm’s very small scale (a single-advisor practice managing under $4 million for a limited client base) means clients typically work directly with the principal, who holds CFP and CEPA credentials, and may experience a mix of direct advisory oversight and outsourced outside-manager solutions.

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.