A High-Touch, Values-Driven Approach to True Wealth
In today’s rapidly shifting financial landscape, it’s easy for investors to feel overwhelmed – by headlines, by market noise, and by the pressure to make the “right” decisions. But at Align Wealth Advisors, true wealth isn’t defined by market swings or account balances. It’s defined by clarity, purpose, and the confidence that your finances support the life you want to live.
For President & CEO Nicholas Yrizarry, who has spent 37 years in the financial services industry, building that kind of confidence is both a passion and a philosophy by specializing in “total comprehensive wealth management – which includes financial planning, investment planning, estate planning and lifestyle planning. But what truly sets his firm apart is something far more foundational: a deep commitment to behavioral finance.
“Align Wealth Advisors was founded on the fundamentals of behavioral finance,” says Yrizarry. “Personal finance has long lacked the ‘personal’ part. We begin by focusing on the individual in finance by taking clients through a values-centered planning exercise to determine what should be at the forefront of the financial planning process.”
This values-centered approach – rare in traditional financial planning – helps clients identify what matters most: family, independence, flexibility, service, environment, faith, or other guiding philosophies. By anchoring financial decisions in these deeply personal priorities, Align Wealth Advisors helps clients avoid emotional pitfalls, remain steady during volatility, and make decisions aligned with their long-term vision.
Through this reflective process, the firm crafts purpose-driven, comprehensive financial plans designed not only to grow and preserve wealth, but also to withstand economic “what ifs” throughout retirement. “Ultimately, what we’re delivering to our clients is preparedness,” says Yrizarry. “We want our clients to know that no matter what life throws their way, their financial plan is designed to stay the course. And we’ll be there every step of the way.”
Yrizarry’s path to this holistic model began with an academic foundation in psychology at Princeton University, followed by advanced training in finance. His education – combined with decades of real-world experience – revealed a crucial truth: many clients were being underserved by large institutions.
After seeing how clients were underserved by the bigger firms, Align’s unique family office model was conceived, delivering an elevated experience to individuals and families seeking a hands-on, high-touch relationship with their financial team.
The firm proactively manages and coordinates every major aspect of one’s financial world, including investment management, estate strategies, retirement planning, tax planning, long-term care, insurance, philanthropic planning, college funding, and business-owner planning. With a boutique agency structure, the team is able to communicate regularly, respond quickly, and build the kind of trust that transforms the advisor-client relationship into a genuine partnership.
Beyond his work with clients, Yrizarry is widely recognized as a thought leader. His insights on market behavior and investor psychology have been featured in The Wall Street Journal, Kiplinger’s Personal Finance, MSNBC.com, Fox News, ABC News, Bankrate.com, and he has appeared on CNBC. Yet despite national recognition, Yrizarry remains deeply committed to the personal, tailored service that defines the Align Wealth Advisors experience.
At its core, Align Wealth Advisors helps clients unite their finances with their personal values – creating what Yrizarry refers to as TRUE WEALTH: a life where money supports purpose, decisions align with values, and confidence replaces uncertainty.
It’s more than wealth management. It’s life management – with clarity, intention, and unwavering support at every step.
