Align Advisors Employee Directory

Financial ServicesUnited States11-50 Employees

Intentional investing is what we practice at Align. We believe that aligning financial plans and products with personal values and well-defined objectives is critical to achieving success. In short, we design personal and purposeful financial plans. And, because we are independent and free of competing interests or influence, we can do that. We have the luxury of planning and investing for the benefit of our clients, so our objectives can match theirs. Our mission is to solve your challenges, not reach our sales objectives.

This communication is strictly intended for individuals residing in the states of AZ,CO,FL,GA,MA,MD,NC,NJ,NY,PA,& VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.


Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/, http://www.SIPC.org, a Registered Investment Adviser. Align Wealth Strategies, LLC | 480 New Holland Ave, Suite 6204, Lancaster, PA 17602 | 717-740-2630

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Find Align Advisors employees' phone numbers or email addresses

Align Advisors Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Align Advisors's Leadership

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    J. C.
    Managing Partner, Align Wealth Strategies Llc
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  • Stylized image of a person
    M. R.
    Partner
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    T. C.
    Director Of Participant Services
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    D. G.
    Operations Manager
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    E. Z.
    Paraplanner
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  • Stylized image of a person
    J. S.
    Advisor
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    T. S.
    Associate Financial Advisor
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  • Stylized image of a person
    A. L. K.
    Administrative Assistant
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Contact profiles from Align Advisors

Name
Title
Contact Info
Location
Last Update
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    J. C.
    Managing Partner, Align Wealth Strategies Llc
    Phone icon
    United StatesPennsylvania
    Oct 23, 2025
  • Stylized image of a person
    M. R.
    Partner
    Phone icon
  • Stylized image of a person
    T. C.
    Director Of Participant Services
    Phone icon
    United StatesPennsylvania
    Jul 31, 2025
  • Stylized image of a person
    D. G.
    Operations Manager
    Phone icon
    United StatesPennsylvania
    Oct 22, 2025
  • Stylized image of a person
    E. Z.
    Paraplanner
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    Oct 21, 2025
  • Stylized image of a person
    J. S.
    Advisor
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    United StatesPennsylvania
    Nov 07, 2025
  • Stylized image of a person
    T. S.
    Associate Financial Advisor
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    United StatesPennsylvania
    Jul 19, 2025
  • Stylized image of a person
    A. L. K.
    Administrative Assistant
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    United StatesPennsylvania
    Sep 10, 2025
  • Stylized image of a person
    A. C.
    Marketing And Service Coordinator
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    United StatesPennsylvania
    Oct 18, 2024

Frequently Asked Questions

What is Align Advisors known for?

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Align Advisors was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 480 New Holland Ave, Suite 6204 Lancaster, Pennsylvania 17602, US; you can contact the main corporate office by phone at . Explore Align Advisors's company overview page for more information.

What is Align Advisors's most common email format?

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Align Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Align Advisors email formats with LeadIQ.

How many employees does Align Advisors have currently?

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Align Advisors has approximately 13 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Align Advisors's key employees and leadership?

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As of October 2025, Align Advisors's key employees include:

  • Managing Partner, Align Wealth Strategies Llc: J. C.
  • Partner: M. R.
  • Director Of Participant Services: T. C.
  • Operations Manager: D. G.
  • Paraplanner: E. Z.

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