David J Fry - Ameriprise Financial Advisor

05/28/2026

Join us for an informative seminar where you will learn:

-Everyday habits that strengthen memory and focus
-Simple steps that support deeper, energy-boosting sleep
-Practical ways to reduce stress and support brain health
-What actually matters for long-term brain health and what doesn't

https://bit.ly/49rwb54

05/15/2026

Thank you to everyone who attended our Marion and Harrisburg Client Appreciation Picnics. Special thanks to 17th Street Barbecue and Morello's Restaurant and Catering for the delicious food!

05/04/2026

It’s time for some food, fun, and fresh air! We are hosting two Client Appreciation Picnics to celebrate YOU.

Our clients are the heart of everything we do at Align Wealth Management, and we wanted to find a way to show our gratitude. Whether you’ve been with us for years or are a newer member of our community, we’d love for you to grab a plate and join the fun.

Please RSVP this week. Details can be found at the link: https://bit.ly/3QNMjHK

04/30/2026

We’re excited to invite our clients to a Client Appreciation Picnic at the Park on Wednesday, May 13 at Ray Fosse Park.
Join us for a relaxed lunch at the park, with catering provided by 17th Street BBQ. This picnic is our way of saying thank you for the trust you place in us, and we hope you’ll take a break mid‑day to enjoy good food and great company.
We look forward to seeing you there!

https://bit.ly/48z0mXH

04/29/2026

As we head into May, the focus often shifts to the next generation. We treat education funding as a core asset class. A 529 plan is a powerful engine for building a legacy of opportunity for your children or grandchildren. Starting the process now ensures that by the time they are ready for college, the funding is a settled matter. https://bit.ly/3P6pYEF

04/21/2026

Most business owners have a "Value Gap"—the difference between what their business is currently worth and what they need it to be worth to fund their retirement. Closing that gap requires more than just increasing sales. It requires building a transferable business that can thrive without the owner's daily involvement.

Ready to learn more? Schedule a complimentary initial consultation with me today.https://bit.ly/4mIHECt

04/18/2026

Now that the filing deadline has passed, it is the perfect time to review your withholdings and retirement deferrals. Don't wait until next April to realize you could have been more efficient. The best time to plan for 2026 is the day after you finish 2025.https://bit.ly/4cPUJXs

04/15/2026

Today is the deadline. For many business owners, this day highlights the gaps in their year-round strategy. If you found yourself searching for documents or surprised by a liability today, let’s use this as a pivot point. The goal for 2026 is a tax strategy that is proactive, not reactive.
https://bit.ly/4dPO7cG

04/08/2026

Align wealth management is honored to be named to Forbes’ 2026 Best-in-State Wealth Advisors list! Our goal is simple: provide clarity, guidance, and strategies that empower confident financial decisions. This recognition reflects the trust you place in us every day—thank you to our amazing clients and team!

Get financial guidance in Marion, IL from David Fry & balance pursuing tomorrow's dreams with your goals for today.

04/07/2026

During America Saves Week, we often hear about the importance of a high savings rate. However, for many of the families we serve, the real challenge is cash flow management. Saving is the result; efficient cash flow is the process. When you master the process, the result becomes inevitable. https://bit.ly/4tSCruz