Our Philosophy

Life is too short to not work with people you enjoy.

Simple and easy. Align with Align! You’ll see that those two ideas drive everything that we do. We may adhere to a rigorous investment process that incorporates extensive research and specialized in-house expertise, but we still want you to walk away from every conversation understanding everything we’ve talked about.

Despite always being on the cutting edge of new ideas and technologies, we’ve always operated with a mentality that our clients are our friends, too. We’re just a phone call away anytime you have a question.

Feel confident that our highly qualified and committed team is ready to serve you.

Decades of Experience
Quality higher education degrees
Assortment of professional designations:
- Certified Financial Planner, CFP®
- Accredited Wealth Management Advisor, AWMA®
- Chartered Retirement Planning Counselor, CRPC®
- Accredited Investment Fiduciary, AIF®

Independence

Finances, for better or worse, have a significant impact on the way we think and feel about everything. By working with the local companies who employ our family, friends and neighbors, we can promote financial wellness within this vibrant community we call home.

Community

We are proudly associated with Commonwealth®, the nation’s largest privately held Registered Investment Advisor/Broker-Dealer. We are free from propriety restrictions allowing us to offer impartial and objective advice to you and your participants.