CFP® , CPA
Align Wealth Management
A lifelong learner, Laura has a passion for educating and helping others. Laura has long been an advocate for the individual investor, and considers it the utmost privilege to help people achieve their goals.
Laura graduated from University of Central Oklahoma with a Bachelor of Science in Accounting. She is a CPA and began her career as an auditor with Arthur Andersen. She recently passed the Certified Financial Planner examination and is excited to pursue her calling of personal financial planning.
She brings over 20 years of industry experience as a CPA, Human Resources manager and 401(k) plan administrator. She serves and advises high net worth individuals in all aspects of financial planning, relationship management and investment management. Laura also serves the 401(k) participant community, guiding participants to help them reach their goals for income replacement in retirement.
Laura lives in Edmond, Oklahoma with her twin daughters. She is a member of Crossings Community Church. Laura volunteers her time on the Oklahoma Family Network Board, and has volunteered in the past with other local non-profit organizations focusing on women’s issues.
Laura is a member of The National Society Daughters of the American Revolution.
Laura also enjoys spending time in her home state of New Mexico, and is always looking for ways to hit the ski slopes in Santa Fe. Her other hobbies include reading, movies, 5k races and spending time with family and friends.
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.
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Laura Payne is 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.
Laura Payne is a NAPFA-Associate Member
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.
Laura Payne is a Certified Public Account (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Contact Laura Payne
13921 Quail Pointe Drive
Oklahoma City, OK 73134