Laura Lea Payne

CPA, CFP®

Align Wealth Management

Financial Advisor

Laura Lea Payne

CPA, CFP®

Align Wealth Management

Financial Advisor

As a fiduciary financial planner, you can be assured that I am always working in your best interest. - Laura Lea Payne, CPA, CFP®

Serving others is one of the best ways to live your life. I help people navigate retirement, plan for Social Security, minimize taxes and help 401(k) participants save for retirement.

Laura Payne is a Oklahoma City, OK financial advisor and investment manager. Align Wealth Management specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Laura Payne is a fiduciary financial planner.

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 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, Social Security, 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 and is a member of Crossings Community Church.  Laura volunteers her time on Edmond Citizens Police Academy Alumini Assoc. board,  and has served on other boards in the past with local non-profit organizations.

Laura is a graduate of Leadership Edmond, Class XXXIII, and a member of The National Society Daughters of the American Revolution.

Her greatest love is her family and spending time with them.  Laura also enjoys spending time in her home state of New Mexico, and is always looking for an opportunity to get away to Santa Fe, and maybe some ski time. Her other hobbies include reading, history, science, movies, and 5k races. 

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.

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    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.

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • CPA - Certified Public Accountant
    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 Lea Payne

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Office Locations:

  • 13921 Quail Pointe Drive
    Oklahoma City, OK 73134

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