Align Wealth Partners

At Align Wealth Partners, we believe that true wealth is not just about finances, but about creating a life filled with experiences, relationships, and personal growth. That's why we're committed to providing personalized financial guidance that aligns with your values and goals. Our team of experts, including certified financial planners and wealth management advisors, has years of experience in helping individuals, business owners, and retirees achieve financial freedom and stability.

Our Story

We understand that every individual has unique financial goals and challenges. That's why we take a holistic approach to financial planning, taking into account not just your financial situation, but also your personal values, aspirations, and priorities. Our team is dedicated to providing expert guidance and support every step of the way, from creating a personalized financial plan to implementing investment strategies and monitoring progress.

What We Do

We offer a wide range of financial services designed to help you achieve your goals and build a brighter financial future. Our services include:

• Financial planning and budgeting
• Investment management and portfolio rebalancing
• Retirement planning and distribution strategies
• Estate planning and legacy planning
• Tax planning and compliance
• Business planning and succession planning

Our Principles

At Align Wealth Partners, we're committed to providing exceptional service and expertise that aligns with your values and goals. Our core principles include:

• Objectivity: We provide unbiased, objective advice and guidance, free from conflicts of interest.
• Proactivity: We take a proactive approach to financial planning, anticipating and addressing potential challenges and opportunities.
• Holistic Approach: We consider not just your financial situation, but also your personal values, aspirations, and priorities.
• Compassionate: We're empathetic and understanding, putting your needs and concerns at the forefront of our relationship.

Meet Our Team

Our team consists of experienced and certified financial professionals who are dedicated to providing exceptional service and guidance. Meet our team members, including Milton Hamer III, John O. Leatherwood IV, Craig Authement, and Monica L. Johnson, and discover their unique strengths and areas of specialization.

Get Started

Are you ready to take control of your financial future and achieve your goals? Contact us today to schedule a consultation and let us help you create a personalized financial plan that aligns with your life.