Principles first. Financial guidance always. 

Careful financial guidance should feel straightforward, transparent, and tailored specifically to your family’s values. Align Financial Partners is driven by the belief your financial strategy should honor your personal principles clearly.


Every strategic discovery session begins by carefully understanding your goals, priorities, and family dynamics. From there, Align Financial Partners builds intentional, simplified financial strategies to help protect your resources and confidently achieve the future you’ve imagined.

Friends at a table, sharing food, smiling. One woman holds a bowl of tomatoes, another smiles.

Here's what to expect:

1

Discover

A comfortable strategic discovery session—i.e., an informal chat about you—focused entirely on your goals, concerns, and the values you want guiding your financial future.

2

Empower

Clear, straightforward recommendations tailored to your unique situation, helping empower you with financial strategies honoring what matters most to your family.

3

Align

Ongoing clarity, support, and adjustments to help ensure your financial roadmap stays personalized, protective, and responsive to changes in your life and in the broader financial landscape.

Meet Matt Longland, CRPC

You deserve clear financial strategies designed around your values, especially when navigating retirement distributions, Social Security optimization, or tax minimization strategies. Matt Longland specializes in simplifying these topics, providing guidance to help you understand and feel confident about your financial decisions.


As a Chartered Retirement Planning Counselor (CRPC), Matt focuses on listening carefully and asking thoughtful questions, always putting your best interests first through a structured process. He takes pride in helping clients experience clarity—turning financial webs into practical, personalized strategies.


Matt graduated from Northern Kentucky University, holds life and health insurance licenses, and is an Investment Advisor Representative (IAR). He founded Align Financial Partners early in his career, motivated by an ambition to serve clients independently and transparently.



Outside the office, Matt enjoys golfing, pickleball, and spending time with his wife, Teah, and their three children.

Align your money with what matters most. 

Here, your values have real value.

Are you ready to get started?