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The Latest Reasons To Think, Act and Invest Like Warren Buffett

Created on Wednesday, 04 June 2014. Posted in Content/our blog

... advice indeed. There are so many good quotes in his letter that it’s hard to choose the best. We encourage you to read the letter in its entirety, as it deserves. But to get you started, here are ...

Separating “Flash” from Substance

Created on Tuesday, 08 April 2014. Posted in Content/our blog

"Flash Boys"—Michael Lewis' new bestseller about how the investment markets are supposedly rigged—has garnered an avalanche of media coverage, including a feature on "60 Minutes." There's no doubt that ...

For What It's Worth: Assessing Advisory Fees

Created on Friday, 07 June 2013. Posted in Content/our blog

Dear Friends & Clients: You’ve probably heard us whistle this tune so often that you can sing along yourself: Among the best ways to maximize expected returns is to minimize the costs involved in ...

Retirement Management

Created on Thursday, 11 April 2013. Posted in Content/services

Over the years, our team of CFPs, CPAs, and attorneys has helped hundreds of retirees properly execute IRA rollovers, Roth conversions, and tax-wise retirement distribution strategies. Creating an optimal ...

Align In The News

Created on Saturday, 06 April 2013. Posted in Content/resources

... topics.   BusinessWeek Magazine Brian Puckett is named to BusinessWeek's list of the Top 50 most experienced financial advisors in the United States. Best of Biz OKC OKLAHOMA CITY, Okla. ...

meet the team

Created on Monday, 30 April 2012. Posted in Content/about

... 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. ...

The Align Difference

Created on Monday, 30 April 2012. Posted in Content/about

... insurance companies bombard you, selling expensive, commission-based products and declining a fiduciary role that is meant to protect your best interests.  To complicate matters, many financial service ...

Our Time-tested Investment Philosophy

Created on Monday, 30 April 2012. Posted in Content/about

Your financial situation is unique. Accordingly, your plan is customized to align your money with your life.  Nonetheless, all our investment strategies are based on three fundamental, long-term ...

Strategic Partners

Created on Monday, 30 April 2012. Posted in Content/about

... the best ideas from leading practitioners and academic researchers, including Nobel Laureates, to help shape its investment strategy. This strategy is grounded in the efficiency of capital markets. More ...

Wealth Management

Created on Monday, 30 April 2012. Posted in Content/services

Many affluent clients want their financial advisors to help them with more than just investments. They want real wealth management – a complete approach to addressing their entire financial lives. As you've ...

401(k) Plan Management

Created on Monday, 30 April 2012. Posted in Content/services

As a savvy business owner or benefits administrator, you recognize that your company's retirement plan can provide a substantial benefit for your employees, while helping you attract and retain quality ...


Created on Monday, 29 April 2013. Posted in Uncategorised Content

... on your wealth. Charitable Giving We have found that many of our clients have charitable intentions. With our advanced planning process, we can help you identify the best strategies to maximize your ...