Align Wealth Management Employee Directory

Align Wealth Management (Align) is a federally registered investment advisory firm headquartered in Oklahoma City, Oklahoma with a satellite office in St. Petersburg, Florida. Our advisors are Certified Financial Planners who can help you manage your investments, plan your retirement, reduce your taxes, minimize your risks, and leave a legacy to yo... ur loved ones. Recognized five years running as one of America's best by Wealth Manager Magazine, Align has developed a solid reputation for its strong client-focused culture. Our sole mission is to help you make the most of your one financial life. We believe in straight talk, good old-fashioned common sense, intense research, hard work on your behalf, and complete transparency. Importantly, we serve one master - our valued clients. We don't work for (nor do we accept compensation from) any brokerage firm, insurance company, or financial company. We are a "fee-only" firm, and we never accept commissions or kickbacks of any kind. Every ounce of our allegiance flows toward our clientele, and every penny of our compensation flows from our clientele.Read More