Our Story

We’ve been serving families since 2006, when our founding partner, Matt Kubicek, began his career in Nashville, TN.  What started with one young financial planner eventually grew into a firm of 12 with a passion to serve our clients. Today, we work with families and businesses in more than 30 states, providing comprehensive financial planning—for this generation and the one to come.

From the very beginning, we have believed that the key to good financial planning is understanding our clients—a belief that continues to guide our work today. At Alinity Wealth Management, we take the time to listen and learn what matters most to you—to learn about your family, your goals, your values—so that your plan reflects your priorities, both now and in the years ahead.

Whether your goal is to retire well, grow your wealth, minimize taxes, or achieve the peace of mind that comes from knowing your family is taken care of, we’re here for you. Over the years, we’ve supported business owners through succession, helped parents plan for education and guided families as they transition into retirement. We’ve also provided perspective through uncertain markets, end-of-life planning and difficult family transitions.

Whatever challenges arise, you don’t have to face them alone.

Now, as part of Mariner, we’re able to bring even more resources to your planning. In addition to the experience of our own team, we can draw on the expertise of professionals in trust, estate planning, investments and insurance. Additionally, Mariner’s support in technology, compliance and operations allows us to focus on what truly matters: building enduring, multi-generational relationships with families and businesses.