ALIGN FINANCIAL PLANNING

Overview

Align Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Filings identify the firm as an active ESG investor and show a clear tilt toward equity strategies: exchange-traded equities are the primary portfolio vehicle. Service delivery appears boutique in scale. Align uses a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — allowing it to work with clients on both ongoing portfolio management and project-based planning engagements. The firm does not list itself as a capital allocator, but it does place client capital with third-party managers for alternative exposures.

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Location & Offices