Align Wealth Management

Description

Our firm was established in 1993. Throughout our 20-year history, we have strived to help clients across the country navigate a multitude of economic, political, and tax environments. The firm has enjoyed an average annual client retention rate exceeding 95%.

We are in regular communication with some of the most respected financial professionals in the world. For instance, while our asset allocation decisions are always customized for you and your particular situation, they are derived from decades of academic research and "best ideas" culled from strategic relationships that we have cultivated over the years. By way of example, we are in continual communication with our strategic partner, Forum Financial Management (Forum).

Align Wealth Management (Align) is a federally registered investment advisory firm headquartered in Oklahoma City, Oklahoma with a satellite office in St. Petersburg, Florida. Our advisors are Certified Financial Planners™ who can help you manage your investments, plan your retirement, reduce your taxes, minimize your risks, and leave a legacy to your loved ones. Recognized six years running as one of America's best by Wealth Manager Magazine, Align has developed a solid reputation for its strong client-focused culture. Our sole mission is to help you make the most of your one financial life.

Our only business is fiduciary wealth management. As an independent, privately-owned firm, our recommendations are based solely on your goals and objectives with no conflicts of interest. We work only for you. We do not work for any large financial company, brokerage firm, bank, or insurance company. In fact, we do not receive commissions, compensation or kickbacks 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.

Debbie brings over twelve years of experience in the financial services industry, with involvement in cash management, banking, marketing, real estate, and insurance. She holds a bachelor's degree in Business Administration from the University of Central Oklahoma. Debbie joined Align Wealth Management in 2008 in order to broaden her knowledge of the investment industry, as well as work with the Align team serving Align's exceptional clientele. Debbie volunteers with the Christmas Connection and enjoys spending time with her husband, Mark, and their five children.

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