About Align
After years of helping advisory firms improve profitability, capacity, growth, hiring, compensation, workflows, and client experience, we noticed a common theme.
Many exceptional advisors were underestimating their value.
They had never objectively evaluated whether their business reflected the true value of their work and the results they fostered. Nor did they consider the years of expertise they had gained helping clients see around corners, feel more peace of mind, and gaining clients' trust.
Align Advisor Consulting was built to provide an objective framework based on years of experience, working with hundreds of advisory firms.
To create clarity.
And to help advisors build businesses that are aligned with the impact they make every day.
Our approach
There is no shortage of consultants who can explain why something matters.
Far fewer can show you exactly how to take action.
Our approach has always been grounded in practical implementation.
Every recommendation should lead to a next step. Every strategy should be actionable. Every conversation should move a business forward.
Whether we're discussing fees, profitability, client segmentation, capacity, hiring, or growth, the goal is never simply to understand the challenge. The goal is to solve it.
Insight without execution rarely creates results. That is the opportunity.
About Stephanie Reilly, BFA
Founder
Stephanie Reilly is the founder of Align Advisor Consulting and has spent more than 14 years helping financial advisors grow and scale their businesses. Drawing from industry research, best practices, and experience working with firms across the profession, she helps advisors align their fees with the value they deliver. Stephanie is known for her practical, actionable approach and her belief that advisors who create meaningful client outcomes deserve a business model that reflects their expertise.