Align Wealth Management, LLC has been named Winner of The Oklahoman’s 2021 Readers’ Choice Awards for Best Local Financial Advisor. The Readers’ Choice Awards celebrate and recognize the best businesses serving Oklahoma.
Brian Puckett, Align’s managing partner, said: “This recognition is a direct result of our client-focused culture. Our team of talented and caring people shows up every day dedicated to helping our clients make the most of their financial lives. We are fortunate to have the opportunity to serve great clients.”
Align Wealth Management has more than $420 million in assets under management (as of August 2021) and each advisor holds one or more of the following credentials: CERTIFIED FINANCIAL PLANNER™, CPA, Personal Financial Specialist, Juris Doctor.