We Serve Heroes On A Mission
We serve people who use their success to impact the world and make it a better place
Journey to
Well Done™
starts now.
Financial wisdom and meaningful impact can go hand in hand. And when they do, it’s powerful.
OUR TRUSTED, STRATEGIC WEALTH MANAGEMENT NETWORK
Financial wisdom and meaningful impact leads to Well Done.
Have you ever said, I want my money to matter?
To truly impact the world, you understand success isn’t just about accumulation, it’s about alignment of your values and visions.
Impact
my world
For people who use their success to impact the world and make it a better place.
Legacy Align™
Private Client Services
To serve heroes on a mission like you, we tailored Legacy Align™ Private Client Services — designed for high-net worth individuals who are serious about doing well and making a difference.
The Legacy Align™ Experience
Strategic Planning
Customized strategies that align your finances with your purpose, values, and legacy goals.
Tax-Efficient Solutions
Work alongside experienced planners and CPAs to reduce your tax burden and maximize your giving potential.
Integrated Legacy Services
From philanthropic planning to multi-generational guidance, every detail is crafted with the long-term in mind.
Values-Based Investment Models
Choose from our Stewardship Models, designed to reflect your principles while pursuing strong performance.
Purpose-driven for over 30 years
For over 30 years, our mission has been to serve people: helping individuals and businesses thrive through financial clarity.
Through a purpose driven approach to financial planning, we help you invest well and do well.
IMPACT ARTICLES
Your Journey to Well Done™
1
Map Your Journey
For you, mapping might be a conversation that helps you see the path or a complete a plan that gets you to Well Done.
2
Reach Your Goals
We measure success by the impact our clients gain when they reach their goals.
3
Experience Well Done
Creating legacy and impact is a life giving process that our clients experience on every step of the journey.
Frequently Asked Questions
What services do you offer?
We bring everything under one roof so your financial life works together:
- Investment Management — Including values-aligned portfolio options
- Financial Planning — Our COMPASS process to map your path forward
- Insurance Solutions — Mitigate risk for your family or business
- Tax & Accounting — Coordinated advice for individuals and businesses
Your advisor will listen first, then suggest solutions for your situation.
How can I schedule a consultation?
Easy. Schedule a complimentary Discovery meeting with an advisor.
Pick what works for you:
- Book online here.
- Call us at (301) 846-9336
If you haven’t spoken with an advisor, you will need to schedule a Discovery Meeting
which is usually brief and by phone or video call — whatever’s most comfortable for you. This is simply about getting to know you and finding out if there’s alignment with our services.
How do I prepare for my first meeting with an advisor?
The advisor’s goal is to get to know you to see how we may be of service. To do this, we need to understand your situation and your concerns. Your advisor may also suggest that you bring particular documents to the meeting (i.e., recent investment statements or tax information) or send them securely in advance. We’ll guide you through what’s needed and when.
How do you charge for your services?
It depends on the service. Common fee structures include:
- Flat fees for planning projects
- Hourly fees for specialized tax or business work
- Percentage-based fees for investment management (fees are on a sliding scale
based on assets under management)
We’ve been transparent about fees for over 30 years—no surprises. The Discovery Meeting is always complimentary.
What is your investment philosophy?
We focus on quality businesses built for long-term value—not hot tips or shiny objects. We monitor holdings for performance and adjust investment portfolios as needed.
We also offer Stewardship Portfolios for clients who want their investments aligned with their values. These portfolios screen for companies committed to ethical practices and human dignity—because for many people it does matter where your money goes.
How do you keep my information secure?
Your data is protected with advanced encryption, continuous monitoring, and multilayered security. We also verify any unexpected requests before funds move. You can trust that your information—and your assets—are safeguarded.
Can you help with tax planning?
Yes. Our in-house Tax & Accounting team works alongside your advisor so that every financial decision is viewed through a tax lens. The goal: minimize what you owe, maximize what you keep, and stay fully compliant in the process.
Do you offer retirement planning?
Absolutely. Whether you’re approaching retirement or already there, we help you answer the big question: “Will I have enough?” We can’t answer that without really understanding what “enough” means to you. A tailored plan considers your goals, timeline, and solutions to any threats to success.
What is a financial plan and why do I need one?
A financial plan gets everything out of your head and onto paper—your goals, your resources, your concerns, your “what ifs.”
Our COMPASS Financial Plan uses your actual data (not generic assumptions) to create a realistic, cash-flow-based projection. It adapts as your life changes. And with our Tax & Accounting team under the same roof, even complex situations get handled efficiently.
Do you have the experience to help me?
We’ve been doing this for over 30 years. Our team includes financial planners, investment managers, insurance specialists, accountants, and tax professionals—all working together.
More importantly, we hire people who care. We’re not just subject matter experts—we want to be people experts. If your situation requires something outside our scope, we have a trusted network of specialists ready to help.