Align Wealth Management
Fee Only Financial Planner with Offices in Oklahoma City, OK and St. Petersburg/Tampa, FL and Serving Clients Nationwide
Dennis Packard is a St. Petersburg, FL fee-only financial planner. Align Wealth Management provides comprehensive wealth management including investment management, retirement management, and 401(k) plan services to help individuals, families, and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dennis Packard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Dennis Packard describes his professional journey as following a slightly different path yet arriving at the same destination for the same reasons expressed by his colleague Brian Puckett to, first and foremost, have the freedom to serve clients' broad wealth management interests.
A financial services professional since 1997, Dennis began his career as an investment banking bond analyst for Dow Jones/Bridge Financial. Later, he joined TD Waterhouse in Oklahoma City, where he was a Senior Investment Consultant and Retirement Specialist, helping clients with their financial and retirement planning needs. Partnering with Brian in 2006, they jointly crafted their firm's client-first, team-oriented service strategy.
Dennis is regularly sought after by media sources such as The Oklahoman, Fox News, and OKCBiz to share his insights and expertise on sound money management techniques. He is a CERTIFIED FINANCIAL PLANNER™ and holds a bachelor's degree in finance from Oklahoma State University.
Dennis' wife, Keri, is a teacher and serves on the event committee for Anna's House Foundation. They have one daughter, Kaitlyn. Dennis has been an active volunteer within the Oklahoma City Public Schools and the Oklahoma Council on Economic Education, where he advocates for K-12 level financial literacy programs. He serves on the Midwest Region Board of Directors for the National Association of Personal Financial Advisors, the country's leading professional association of Fee-Only financial advisors. He is also on the board of advisors for Oak Tree Country Club. He and Kaitlyn are avid golfers.
Dennis Packard is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice," and paying too much in taxes, commissions, and fees. We solve these problems. It's who we are. It's what we do.
Client Focused. Period.
At Align Wealth Management located in Oklahoma City and Tampa Bay, our only business is the delivery of objective fiduciary advice resulting in simple & elegant wealth management solutions. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience. And, what we hope we have gained from our long experience is the wisdom to offer advice that works for you.
A Refreshing Advisory Relationship
As a fee-only firm, our entire wealth management process has a singular purpose - to help you make the most of your one financial life. Our clean and simple business model fosters win-win relationships based on a timeless idea ... We are Client Focused. Period.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Dennis Packard is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Dennis Packard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Dennis Packard
125 5th Street South
St. Petersburg, FL 33701
13921 Quail Pointe Drive
Oklahoma City, OK 73134