Align Financial Solutions

Overview

Align Financial Solutions is an independent, state-registered advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individuals and families and acts as a capital allocator, placing client capital with outside managers as part of its advice. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational workshops. Align also operates as an insurance broker and bills clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an ESG investor and is primarily registered at the state level in New Jersey.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices