Align Wealth Advisors

Align Wealth Advisors Your wealth aligned with your vision of life well lived. Our collaborative process empowers you to make wise financial decisions. What matters most to you?

Our clients live their best life with clarity and confidence. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Align Wealth Advisors are not registered broker/dealers, and are independent of Raymond James Financial Services.

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can s...
06/16/2026

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:

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Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/15/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for ...
06/12/2026

Most of us associate 529 accounts with college savings. They're flexible, allowing you to transfer assets to anyone for the purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful estate planning tool, too?

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Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/11/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

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As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
06/10/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

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Technology, trends and individual investor sophistication has helped democratize the rarefied world of private market in...
06/09/2026

Technology, trends and individual investor sophistication has helped democratize the rarefied world of private market investing. Is it right for your goals? Learn more:

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This Pride Month, we celebrate the LGBTQ+ community and the importance of authenticity, inclusion and belonging.
06/08/2026

This Pride Month, we celebrate the LGBTQ+ community and the importance of authenticity, inclusion and belonging.

To help create an effective retirement income plan, you should know these six things about Social Security survivor bene...
06/05/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

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When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between...
05/26/2026

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds:

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Address

2100 RiverEdge Parkway
Atlanta, GA
30328

Telephone

+14707372546

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