Aligned Wealth Group is a financial advisory firm based in Columbia, Missouri, offering guidance designed around clients’ individual circumstances and goals. Its approach focuses on helping people make informed decisions through a three-step process: assessing their situation, aligning financial strategies with their priorities, and providing recommendations based on the resulting plan. The firm emphasizes comprehensive planning and aims to simplify complex financial topics while delivering personalized service.

Aligned Wealth Group’s services and resources address a range of financial needs, including investment, retirement, estate, insurance, and tax planning, as well as money and lifestyle topics. The firm also provides investment advice and educational materials, including articles, videos, calculators, and a free Social Security ebook. Its team includes financial advisors Adam Bethel, Ashli Eaves, and Jake Walters, along with administrative assistant Kareem Ali. Aligned Wealth Group serves clients in listed states and offers the opportunity to schedule a meeting or contact its Columbia office to discuss financial questions and planning needs.