LeadIQ logo
Learn more at LeadIQ.com

Align Wealth Strategies | Retirement Plan Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Align Wealth Strategies | Retirement Plan Advisors is a financial services firm based in Lancaster, Pennsylvania 17602, at 480 New Holland Avenue, Suite 6204. The firm employs between 11 and 50 people. It provides securities and advisory services through Commonwealth Financial Network, a Registered Investment Adviser. The firm describes its approach as independent and free of competing interests, with a focus on aligning financial plans and products to clients' values and stated objectives. Communications are directed to residents of AZ, CO, FL, GA, MA, MD, NC, NJ, NY, PA, and VA, and are subject to state registration requirements. Additional information is available on its website, alignretire.com, and the firm reports revenue in the range of $10 million to $25 million.

Find Align Wealth Strategies | Retirement Plan Advisors employees' phone numbers or email addresses

Align Wealth Strategies | Retirement Plan Advisors Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Align Wealth Strategies | Retirement Plan Advisors's Leadership

  • Stylized image of a person
    J. B.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Managing Partner, Align Wealth Strategies Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L. W.
    Partner & Ceo / Financial Adviser
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. R.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Lead Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. G.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. Z.
    Paraplanner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Advisor
    Phone icon
    Mobile Phone

Align Wealth Strategies | Retirement Plan Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services
  • Consultant
  • Support

Contact profiles from Align Wealth Strategies | Retirement Plan Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    Apr 20, 2026
  • Stylized image of a person
    J. C.
    Managing Partner, Align Wealth Strategies Llc
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    May 15, 2026
  • Stylized image of a person
    J. L. W.
    Partner & Ceo / Financial Adviser
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 17, 2026
  • Stylized image of a person
    M. R.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Lead Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Nov 19, 2025
  • Stylized image of a person
    D. G.
    Operations Manager
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 22, 2025
  • Stylized image of a person
    E. Z.
    Paraplanner
    Phone icon
    Mobile Phone
    Oct 21, 2025
  • Stylized image of a person
    J. S.
    Advisor
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Dec 01, 2025
  • Stylized image of a person
    A. L. K.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Sep 10, 2025
  • Stylized image of a person
    A. C.
    Marketing And Service Coordinator
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Oct 18, 2024

Frequently Asked Questions

What is Align Wealth Strategies | Retirement Plan Advisors known for?

Minus sign iconPlus sign iconAlign Wealth Strategies | Retirement Plan Advisors was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 480 New Holland Avenue Suite 6204 Lancaster, Pennsylvania 17602 United States; you can contact the main corporate office by phone at
+1-717-207-****
. Explore Align Wealth Strategies | Retirement Plan Advisors's company overview page for more information.

What is Align Wealth Strategies | Retirement Plan Advisors's most common email format?

Minus sign iconPlus sign iconAlign Wealth Strategies | Retirement Plan Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Align Wealth Strategies | Retirement Plan Advisors email formats with LeadIQ.

How many employees does Align Wealth Strategies | Retirement Plan Advisors have currently?

Minus sign iconPlus sign iconAlign Wealth Strategies | Retirement Plan Advisors has approximately 17 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Align Wealth Strategies | Retirement Plan Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Align Wealth Strategies | Retirement Plan Advisors's key employees include:

  • Chief Executive Officer: J. B.
  • Managing Partner, Align Wealth Strategies Llc: J. C.
  • Partner & Ceo / Financial Adviser: J. L. W.
  • Partner: M. R.
  • Lead Advisor: T. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.