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Align Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Align Wealth Strategies | Retirement Plan Advisors is a financial services firm based in Lancaster, Pennsylvania 17602, at 480 New Holland Avenue, Suite 6204. The firm employs between 11 and 50 people. It provides securities and advisory services through Commonwealth Financial Network, a Registered Investment Adviser. The firm describes its approach as independent and free of competing interests, with a focus on aligning financial plans and products to clients' values and stated objectives. Communications are directed to residents of AZ, CO, FL, GA, MA, MD, NC, NJ, NY, PA, and VA, and are subject to state registration requirements. Additional information is available on its website, alignretire.com, and the firm reports revenue in the range of $10 million to $25 million.

Find Align Advisors employees' phone numbers or email addresses

Align Advisors Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Align Advisors's Leadership

  • Stylized image of a person
    M. R.
    Partner
  • Stylized image of a person
    E. Z.
    Paraplanner

Align Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services
  • Consultant
  • Support

Contact profiles from Align Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. R.
    Partner
  • Stylized image of a person
    E. Z.
    Paraplanner
    Jun 28, 2026

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; 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 16 employees as of July 2026. 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 July 2026, Align Advisors's key employees include:

  • Partner: M. R.
  • Paraplanner: E. Z.

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