Independent Fiduciary Wealth Management

Client Focused. Period.TM

Who is Align? Align is an independent fiduciary wealth management firm that helps successful people like you keep and grow your wealth. Our process combines decades of financial science with customized financial planning. We strive to deliver peace of mind by helping you make the most of your one financial life.

Founded 1993

Ranking: Top 10 Financial Advisors in Oklahoma City & Tulsa, OK

In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice," and paying too much in taxes, commissions, and fees. We solve these problems. It's who we are. It's what we do.

Brian Puckett

CFP®, CPA/PFS, Attorney at Law

Dennis Packard

Certified Financial Planner™

Laura Payne

Certified Financial Planner™, Certified Public Accountant

Darlene Eisel

Client Services Manager

Debbie Stanley

Client Services Associate

Fiduciary Wealth Management

Many firms say that they offer "wealth management." But, what does that really mean? To us, true wealth management is always delivered in a fiduciary capacity pursuant to a process customized for your unique circumstances and goals.

Evidenced Based Investing

From the beginning, we've been developing and refining a consistent, strategic investment philosophy supported by robust peer-reviewed academic research. We believe that a widely diversified portfolio tailored to your unique situation is the key to a successful investment experience. Many investors gravitate toward the next “hot” investment and let emotions such as greed and fear rule their portfolio. Our process combines decades of financial science with customized financial planning to help you make smarter decisions about your one financial life.

Tax Wise Retirement Strategies

The goal of our retirement planning process is to maximize your return while minimizing risk, cost, and tax. We help you make the most of your retirement by combining evidence-based investing with tax-efficient financial planning. Our time-tested process includes an intelligent accumulation strategy as well as a smart distribution strategy. The result is a retirement plan designed to withstand virtually any market and tax environment.

We stand behind our work with a no-questions-asked money-back guarantee. If you don't love the work we do for you, simply let us know within the first year and we'll gladly refund every penny in fees you paid us. No questions asked. No strings attached.

Second Opinion Service

We offer a complimentary, confidential Second Opinion Service to help you make sure you're on track.