Our home location in beautiful Laguna Hills, California offers the perfect meeting place!

Lifestyle Planning makes all the difference.

We don’t only help plan your finances, we help plan your life.

How involved is your family in your legacy plan?

We can help bring your family into this important conversation.


Align Wealth Advisors is a lifestyle-based planning and investment firm that works to help you align your personal values and financial plans. As an independent and boutique planning firm, we help simplify your life through comprehensive, coordinated investment and financial solutions. Read our newsletter for more info!

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Where are you today?

Growing Your Family

You are a young family, working to create a budget, set up your financial plan, and begin to grow your wealth with the future in mind.

Building Your Dream

You are flourishing in your career, thinking of retirement goals, and need to make sure your financial plan has grown with you.

Ensuring Your Lifestyle

You have reached that momentous milestone and are ready to thrive in retirement, the way you have always imagined.


What we do.

Our financial advisors strive to create a system adaptable to and ensuring your lifestyle. It’s not just about investing your money – it’s about investing in you.

What Is Your Current Risk Level?

Take Our Risk Assessment Survey Here

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We’d love to hear from you.

24031 El Toro Road, Suite 210
Laguna Hills, CA 92653