Align Wealth Management : Financial Planners, Wealth Retirement

Align is a fee-only fiduciary wealth management team that helps successful people keep and grow their wealth. Our process combines decades of financial science with customized financial planning. We strive to deliver peace of mind by helping clients make the most of their one financial life.

Check out our year end tax planning video where Brian Puckett and Dennis Packard discuss the outcome of the election and how that affects your tax planning for 2020 and beyond. We also provide a download of our new Key Financial Data form for 2021

You have saved money and built some wealth, but is it enough? Will the decisions you’re making impact your financial security and legacy? Our team serves as a sounding board during these complex conversations before and during retirement, helping you not just make any decision, but ensuring you’r...

When it comes to your time, your money, your future and your family ... we choose evidence-based investing.

Become a client

Enjoying a successful wealth management experience requires the right mix of creativity, experience and dogged persistence. This is the spirit of Align Wealth Management.

Over the years, we have worked through almost every conceivable market condition — crashes, bull markets, be...

Independent Fiduciary Wealth Management

Client Focused. Period.TM

Who is Align? Align is an independent fiduciary wealth management firm that helps successful people like you keep and grow your wealth. Our process combines decades of financial science with customized financial planning. We stri...

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Retirement Management
Over the years, our team of CFPs, CPAs, and attorneys has helped hundreds of retirees properly execute IRA rollovers, Roth conversions, and tax-wise retirement distribution strategies. Creating an optimal retirement strategy involves maximizing your return while minimizing ...

Our firm was established in 1993. Throughout our long history, we have worked tirelessly to help clients navigate a multitude of market, economic, political, and tax environments. As a result, our firm has enjoyed an average annual client retention rate exceeding 95%.

https://www.alignmywealth.com