Align Wealth Management

Specialties

Private Wealth Management Services for individuals

Fiduciary Advisory Services for retirement plan trustees, including 401(k)

History

Established in 1993.

Align Wealth Management (Align) is a federally registered investment advisory firm headquartered in Oklahoma City. The firm began in Oklahoma City and now maintains offices in both Oklahoma City and St. Petersburg, Florida. Align 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 seven years running as one of America’s best by Wealth Manager Magazine, Align has developed a solid reputation for its strong client-​focused culture.

Meet the Manager

Brian P.

Manager

Brian’s entrepreneurial spirit drove him to establish Align Wealth Management in order to fill an important void for individuals and small business owners seeking something different and something special within the financial services industry.

Brian is a Certified Financial Planner™, a CPA with Personal Financial Specialist credentials, and an attorney, making him one of the very few «Triple Board Certified» financial advisors in practice today.

Business Week listed Brian among the Top 50 most exerienced independent financial advisors in the United States. His trio of high caliber credentials underscores a personal passion for helping clients make the most of their financial lives.

Brian is an engaging speaker, with frequent appearances in the local and national financial press. He also has served as adjunct professor at the University of Central Oklahoma and lectures at a variety of institutions and continuing education