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About Align Advisors

Intentional investing is what we practice at Align. We believe that aligning financial plans and products with personal values and well-defined objectives is critical to achieving success. In short, we design personal and purposeful financial plans. And, because we are independent and free of competing interests or influence, we can do that. We have the luxury of planning and investing for the benefit of our clients, so our objectives can match theirs. Our mission is to solve your challenges, not reach our sales objectives. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,MA,MD,NC,NJ,NY,PA,& VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/, http://www.SIPC.org, a Registered Investment Adviser. AlignFSG, 243 North Duke Street, Lancaster, PA 17602. 717.207.9230 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Founded
2007
Employees
1 to 10

Leadership

The top of Align Advisors's org chart, with how many people report into each leader.

JCPhoto of Janel Cross

Janel Cross

Managing Partner

9 reports

DGPhoto of Dave Graves

Dave Graves

Operations Manager

5 reports

JWPhoto of James L. Werst

James L. Werst

Partner

2 reports