Aligned Investor

AIigned Investor is a financial adviser for individuals and businesses. We listen to understand your current situation, goals, plans, and values.  We can help translate that information into a personalized financial plan.  Our goal is to provide you with plans and investments that are tailored to align with your life.  Through advanced, efficient technology and tools, we can offer all investors personalized financial solutions.

We also align our financial incentives with your investment portfolio performance.  We are compensated for our investment advisory work by a fractional percentage fee of the value of your assets we manage.  Our compensation grows only when your assets grow in value. We promise to act as fiduciaries and put your interests first. Your client packet will provide clear explanations of terms, disclosures, our commitment to you, and written statements of our values.

We strive to be good citizens in our community.   We provide free educational seminars and financial information to the general public.  At least 5% of our net earnings are contributed back to local non-profit groups.  We believe in impact investing, so your money is invested in businesses, which operate in a way that is consistent with your values.

Aligned Investor provides registered investment adviser services as a branch of Wealth Apple, LLC (dba Aligned Investor). 

Third-party companies provide securities information and quotes to us, and securities transactions are completed through Clearing Broker Dealers and custodians.  See the account application, disclosures, privacy statements, and customer agreement for a more complete description of these third-party providers and services.