Align Financial Solutions
Align Financial Solutions is a fee-only fiduciary wealth management firm for high-net-worth women with complex financial lives. Our clients are senior executives, partners, physicians, and business owners in their 40s to 60s who are managing equity compensation, pension and deferred compensation elections, a significant portfolio, and a tax picture that no longer fits on one page.
We handle retirement planning, investment management, tax strategy, and estate coordination as one integrated plan rather than four separate conversations. Fee-only means we are paid only by our clients, never by commissions or product sales. Based in Hoboken, NJ, we work with clients nationwide.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.

