Why Choose Us
Financial planning is what we do, but more importantly, it's how we think wealth management should work—straightforward, comprehensive, and focused on your life, not just your portfolio.
Elijah Morgan CFA, CFP®
Broker Check (verify who we say we are)
Elijah Morgan founded Align Wealth Advisory based on the idea of helping people reach their idea of wealth. Elijah works with you to understand your financial situation and helps build a plan for the goals you want to accomplish, whether that is preparing for retirement, leaving money to kids, or being tax smart with your investment portfolio. A financial plan is a road map to pursue those goals.
He graduated from Radford University with a Bachelor of Business Administration in Finance and is a Certified Financial Planner™ professional. Elijah is also a Chartered Financial Analyst. Earning the CFA® charter requires passing a rigorous, multi-year program recognized globally as the gold standard for investment professionals. Fewer than one in five candidates successfully complete all three levels of the program.
Elijah holds his Series 65- Uniform Investment Advisor Law Exam license. He has passed the FINRA Series 7, 63 exams and has his Life, Health, and Annuities license. He is an Investment Advisor Representative with Cetera Wealth Services, LLC.
Elijah is from Hillsville, Virginia, and now lives in Wytheville, VA with his Wife, Faith, and golden retriever Murphy. Outside the office, he enjoys traveling, weightlifting, and spending time with friends and family.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Learn About Elijah
-
The Chartered Financial Analyst (CFA®) designation is one of the most respected credentials in the investment profession. It represents a deep mastery of investment analysis, portfolio management, and ethical decision-making.
-
Earning the CFA® charter requires passing a rigorous, multi-year program recognized globally as the gold standard for investment professionals. Fewer than one in five candidates successfully complete all three levels of the program.
-
For our clients, this means your portfolio is managed with the same analytical rigor and ethical responsibility that define the world’s leading institutional investors — helping you protect and grow your wealth with confidence
-
To earn the CFP® designation, advisors must complete a rigorous process that includes:
-
Extensive Education: Completing a college degree and specialized coursework in areas such as investments, tax planning, retirement, and estate planning.
-
Comprehensive Exam: Passing a demanding 6-hour exam that tests their ability to apply knowledge in real-life financial scenarios.
-
Real-World Experience: Gaining thousands of hours of hands-on experience working directly with clients.
-
Ethical Standards: Upholding a strict code of ethics and acting as a fiduciary — meaning they are legally and ethically required to put your best interests first.
-
The CFP® designation signals a commitment to competence, integrity, and fiduciary responsibility. For clients, it means working with an advisor who:
-
Looks at your entire financial picture (not just investments)
-
Is trained to coordinate tax, retirement, estate, and insurance strategies
-
Must act in your best interest, not just offer suitable advice
-
Has completed extensive education and testing to meet the highest professional standards
At Align Wealth Advisory, we believe financial planning should be comprehensive, proactive, and deeply personal. That’s why we’ve earned the CFP® designation — to give you the confidence that your financial future is being guided with the highest level of care and expertise.