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Alinity Wealth Management

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Baton Rouge, LA
Alinity Wealth Management

Strong relationships are at the heart of what we do. Alinity Wealth Management and MPS are not affiliated entities.

We get to know you, and what matters to you, so that we can provide you with financial planning tailored to your needs and goals. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser.

09/02/2026

Retirement isn't just about having enough to retire. It's about having something meaningful to retire to.

For years, so much of life can be structure around the routine of work & responsibilities. However, retirement changes that rhythm - and suddenly, the question becomes bigger than "Do I have enough?"

It becomes:
What brings my fulfillment?
What energizes me?
How do I want to spend my time?
What do I still want to contribute?

The Japanese concept of ikigai invites us to think about the things that give our lives meaning and purpose.

Because a thoughtful retirement plan shouldn't only prepare your finances for the next chapter. It should give you the freedom to actually live it.

So, what are you retiring to?

08/30/2026

Thinking about selling your business?

The sale itself is only one part of the equation.

Ethan shares a few important considerations business owners often overlook when planning an exit, including:

• Tax planning surrounding the sale
• Lump-sum versus installment payments
• Asset sales versus stock sales
• Planning for life after the business

A thoughtful exit plan considers more than the purchase price. It also considers how the decisions made during the sale may affect your financial life, goals, and future opportunities.

Because the question isn't just, "How do I sell my business?"

It's also, "What do I want life to look like afterward?"

08/27/2026

Another reason to celebrate today 🎉

Happy Birthday to Joey! Hope it’s a great one!

08/24/2026

Life brings challenges, uncertainty, and moments that ask us to make hard decisions. While we can't always control those circumstances, we can choose how we respond to them.

Sometimes the experiences that test us the most are the ones that shape us the most.

This is the advice that continues to guide Mackenzie today.

08/20/2026

Our team is growing, and we're excited to be hiring a Tax Manager!

This role plays an important part in helping clients connect tax planning with their broader financial picture, working closely alongside our wealth advisors to provide thoughtful guidance and support.

We're looking for someone who enjoys building relationships, solving problems, and delivering an exceptional client experience.

If that sounds like you, we'd love to hear from you!

Application link in the comments below.

08/18/2026

Get to know Brent in 15 seconds! 👋

When we asked about his hidden talent, his answer wasn't juggling or magic tricks. It's always learning something new.

From picking up the saxophone at 66 🎷 to embracing the Japanese philosophy of Kaizen, Brent proves it's never too late to grow.

08/14/2026

There is no such thing as a "perfect portfolio." Every investment strategy should be tailored to an individual's goals, risk tolerance, time horizon, and financial situation.

But when we asked our advisors, their answers sounded suspiciously like workout routines. 💪📈🏋️‍♂️

The only gains being discussed here are gym gains. 😄

08/08/2026

Some of the best advice is also the simplest.

Daniel shares a lesson that has stayed with him: be yourself, stay true to who you are, and don't try to fit into someone else's mold.

Authenticity has a way of shining through.

08/04/2026

Meet Ethan Bowling! 👏

Ethan brings a thoughtful approach to helping clients achieve their financial goals—and a sense of adventure outside the office.

From bucket-list hunts in Canada to surviving on a deserted island, get to know Ethan in 15 seconds. 🦌🏝️

07/31/2026

Ikigai is a Japanese concept often associated with purpose, meaning, and what makes life worth living.

Joey shares how Ikigai can serve as a helpful framework for life planning and retirement planning—not just thinking about when you'll retire, but what you'll retire to.

After all, a fulfilling retirement starts with more than just financial preparation.

Address

4884 Bluebonnet Boulevard
Baton Rouge, LA
70809

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Telephone

+12254084597

Website

http://www.Alinitywm.com/

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