Align Wealth Advisory

Align Wealth Advisory Align Wealth Advisory is an independent private wealth management firm built around one guiding principle: aligning your wealth with what matters most.

Align Wealth Advisory is a wealth management firm based in Galax, Virginia, helping families navigate retirement, manage & transfer wealth, and develop strategies to preserve assets that are tax efficient.--- Aligning your wealth with what matters most We place your needs at the center of every decision through a fully integrated, one-stop approach where experienced wealth advisors and tax profess

ionals collaborate to focus on your after-tax wealth. Our thoughtful, transparent guidance evolves as your life changes. We serve pre-retirees and retirees seeking tax-efficient income, high-income earners looking to reduce taxes, small business owners planning an exit, and executives managing complex stock-based compensation—helping clients achieve lasting financial well-being. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

02/24/2026

We are happy to announce the rebranding of our firm, “Align Wealth Advisory.”

I am the founder and wealth advisor, Elijah Morgan CFA, CFP®. I hold the Chartered Financial Analyst and Certified Financial Planner professional designations and am a fully licensed wealth advisor focused on helping high-income professionals lower their tax bill, individuals about to retire or recently retired, and small business owners looking to exit their business.

We run a dual office focused on tax planning for the above professions. Morgan Financial Group is our tax partner for tax preparation and tax planning. We are a one-stop shop that can manage your investments, create a strategy for retirement or other goals, and can plan and file your taxes before they are a surprise.

Reach out to our office at 276-601-2640 or go to our website to book a 15-minute call to see if we can help.

Our office will be closed 12/24-12/26 and 12/31-01/02. We wish you a Merry Christmas and a Happy New Year!
12/24/2025

Our office will be closed 12/24-12/26 and 12/31-01/02.

We wish you a Merry Christmas and a Happy New Year!

Happy Thanksgiving from our family to yours! Our office will be closed from 11/27-11/28, we will be open on December 1st...
11/26/2025

Happy Thanksgiving from our family to yours!

Our office will be closed from 11/27-11/28, we will be open on December 1st.

11/10/2025

Our offices will be closed from 11/10-11/12.

We will still be available through email.

Thank you.

09/15/2025
Inflation can increase the cost of emergencies. Adjust your emergency fund target to reflect today’s prices and be prepa...
09/04/2025

Inflation can increase the cost of emergencies. Adjust your emergency fund target to reflect today’s prices and be prepared for unexpected expenses like medical bills or home repairs.

Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. ...
09/01/2025

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

Markets closed. BBQs open. But smart money never takes a day off.What's your best "set it and forget it" financial strat...
09/01/2025

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy? Share below!

Not everyone receives the same Social Security benefits when they retire. The amount received from the government is bas...
08/20/2025

Not everyone receives the same Social Security benefits when they retire. The amount received from the government is based on several factors like current age and how much money made during your career. Find out how much you should be receiving from Social Security benefits.

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.A whopping 7...
08/01/2025

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help your legal counsel facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

Address

29 Melrose Lane
Galax, VA
24333

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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