Align Wealth Management : Financial Planners, Wealth Retirement

Financial Advisors in Oklahoma City
Opening at 9:00 AM
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Updates

IN TODAY'S COMPLEX ECONOMIC LANDSCAPE,
protecting and enhancing your wealth can feel like an uphill battle. The investment world is riddled with fleeting trends, concealed charges, and escalating taxes. Often, investors find themselves at the crossroads of high risks for minimal returns, settling...

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Free 2nd Opinion - The Zero Pressure Process™

Sep 12, 2023 – Sep 10, 2024

The Zero Pressure Process™

Over the past thirty years, we’ve worked through numerous market conditions — crashes, bull markets, bear markets, bubbles, recessions, expansions, political conflicts, and tax environments. We've seen a wide variety of client situations and created customized plans to...

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Complimentary "Get Acquainted" Meeting

Aug 24, 2023 – Aug 21, 2024

We offer a complimentary "Get Acquainted" meeting so you can see if our services are right for you.
There is no cost or obligation.

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Financial Advisors in Oklahoma City OK

Jul 2, 2023 – Jul 1, 2024

Attention Oklahoma City Residents

We offer a complimentary "Get Acquainted" meeting so you can see if our services are right for you.
There is no cost or obligation.

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Financial Planners Oklahoma City OK

Jun 28, 2023 – Jun 19, 2024

Schedule a Second Opinion Meeting to make sure you're on track. We understand it can be challenging to find the right financial planner, which is why we offer a complimentary, confidential Second Opinion meeting to help you make sure you're on track.

We stand behind our work with a no-questions-...

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What is the difference between a wealth planner and a financial planner

When it comes to managing your financial future, understanding the distinction between a wealth planner and a financial planner is essential. While both professionals offer guidance in financial matters, they differ in their...

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There are several reasons why you might need a financial consultant like Align Wealth Management in Oklahoma City. Here are three key reasons:

Comprehensive Financial Planning: Align Wealth Management provides comprehensive financial planning services to help individuals and families achieve...

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We are honored to announce that, for the 11th consecutive year, Align has been named a top 5 finalist for Best Financial Advisor in the The Oklahoman's Community's Choice Awards (formerly Readers' Choice) - Financial Planning Services (Finance Category).

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Why Us?
Expertise and Knowledge: Align Wealth Management comprises a team of skilled financial planners who possess in-depth knowledge and expertise in the field of finance. Their years of experience and training enable them to provide valuable insights and guidance tailored to individual financi...

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Testimonials

2 years ago
Been with this group for 10-15 years and been well served by the same team. We've had lean and uncertain periods as well as more prosperous ones - this group holds their course and manages through it all. They manage with a steady and studied approach. They don't duck hard questions and are able to explain their reasoning. I got an unexpected "Good Morning" call recently saying they had reduced the mgmt. fee on our account - out of the clear blue sky. This was due to sound management on their part producing successful results over a period of time. Our relationship is built on mutual respect and trust. Notice I said "mutual". That is essential in any relationship and especially a financial one. Thank you, Align staff, for living up to our high expectations.
- Ron B
6 years ago
Great group of people to work with! I have been with them over ten years and my accounts have had very good growth.
- Claude O
3 years ago
Simply the best, nine years of nothing but excellent service. Great returns, timely portfolio updates and always willing at help.
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Wealth Management - Local Advisors

As a fee-only firm, our entire wealth management process has a singular purpose - to help you make the most of your one financial life.  Our clean and simple business model fosters win-win relationships based on a timeless idea ... We are Client Focused. Period.

Our only business is fiduciary wealth management. As an independent, privately-owned firm, our recommendations are based solely on your goals and objectives.  We work only for you ... not a large financial company, brokerage firm, bank, or insurance company.  In fact, we do not receive any commissions or compensation from any third party.  Every penny of our revenue is derived from fully disclosed fees for the advisory services we provide to you.  Accordingly, every ounce of our allegiance flows directly to you.  We are Client Focused. Period.

Our primary value lies in the timely and accurate delivery of unbiased wealth management services.  You always know what you own and why you own it.  Rather than being limited to one contact person, you'll be served by a unified team dedicated to your specific needs.  Our team approach enables us to help you coordinate your entire financial life and eliminate piecemeal, disjointed advice.  We continuously monitor and manage your assets, assist with appropriate asset-titling, deliver tax-wise asset location, perform chores such as trading, re-balancing, record-keeping, tracking cost-basis, and other tax reporting issues.  Additionally, we perform periodic progress reviews and we collaborate with your other trusted advisors (such as your CPA and attorney) to help you minimize your taxes and maximize your resources.

The value we deliver is a direct result of our team culture – a team of financial experts. Your team of financial experts working together with and for you.

Yes, at the core of our culture, you'll find living, breathing people: Brian, Dennis, Laura, Darlene, and Debbie. And, although you'll get to know each of us well you'll work with our entire team. As a team, we can bring all of our energy, expertise, and extensive professional credentials to bear on your situation. And, because we work solely for you, we are free to develop broad strategic relationships with the best and brightest wealth management experts in areas where specialization will add value to your experience. The results? Our objective, exceptionally-valued Align team that is Client Focused. Period.



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  • (405) 607-4820

Address

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13921 Quail Pointe Drive
Oklahoma City, OK 73134
USA

Business Hours

Mon:9:00 AM – 5:00 PM
Tue:9:00 AM – 5:00 PM
Wed:9:00 AM – 5:00 PM
Thu:9:00 AM – 5:00 PM
Fri:9:00 AM – 5:00 PM
Sat:Closed
Sun:Closed
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