During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Align Wealth Management is a fee-only wealth management firm specializing in helping families with $750,000 or more in investable assets. We act in a fiduciary capacity for every client, meaning we always put your interest first. We work together with each family to ensure they are on track to reach their goals with the least amount of risk, cost and tax.
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Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
I enjoy both the harder science of investing and financial planning and the "softer" side of money - understanding and honoring how and why my clients make financial decisions. In my free time, I'm usually with my wife, Kendall, and our two dogs, Maple and Walnut. You'll find us reading, watching baseball or visiting the national parks. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
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