Align Financial Solutions

Overview

Align Financial Solutions is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator — constructing and implementing investment solutions rather than acting purely as a broker. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and the firm also outsources or selects third‑party managers when appropriate. Additional client-facing activities include educational seminars and insurance brokerage services. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives