Align Wealth Management
Dennis Packard is a Fee Only Financial Planner with offices in Oklahoma City, OK and St. Petersburg/Tampa, FL and serving clients across the country. 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. Dennis Packard is a fiduciary financial planner.
Dennis Packard is a Fee Only Financial planner in Oklahoma City, OK. Dennis Packard is a NAPFA-Registered Financial Advisor. A financial services professional since 1997, Dennis began his career as an investment banking bond analyst for Dow Jones. 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 Puckett 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 OKC Biz 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 Dennis is an active volunteer within the Oklahoma City Public Schools and Oklahoma Council on Economic Education, where he advocates for K-12 finacial literacy programs. He also volunteers for the Christmas Connection,is an avid golfer, and coaches for his daughter, Kaitlyn's, basketball and soccer teams.
Dennis Packard's fiduciary obligation is governed by:
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.
Learn Why Fiduciary Matters 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
Dennis Packard is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 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
13921 Quail Pointe Dr
Oklahoma City, OK 73134
125 5th Street South
St. Petersburg, FL 33701