A boutique, fee-only firm aligned with what matters most

Align Wealth Co is a boutique, fee-only financial planning firm built for successful individuals, families, and business owners who want clarity and simplicity despite the demands of modern life. We provide comprehensive, holistic planning that covers every part of your financial life — from investments and taxes to estate, risk, and special needs planning — so each decision works together toward what matters most to you.

Our approach begins with listening. Your story, your goals, your concerns, your family, and your values shape every recommendation we make. We work alongside your attorney, CPA, and insurance professionals to coordinate a plan that evolves as your life evolves. Because money is a tool, not a destination, our purpose is to help you replace uncertainty with clarity and meaningful direction.

Align Wealth Co was founded by Amy Batta, a financial planner dedicated to a relationship-centered, holistic approach to advisory work. Investment advice is offered through Stratos Wealth Advisors, LLC, a registered investment advisor, with Align Wealth Co operating as a separate entity. Together, we help clients align their financial lives with the people, purpose, and possibilities they care about most.