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Alinity Wealth Management

EST. AUM
$275,000,000

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7

CLIENT ACCOUNTS

Firm Details

Metro area Baton Rouge
CRD Number
Website alinitywm.com
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Overview

Alinity Wealth Management is a Baton Rouge-based wealth management firm specializing in high-quality financial planning and comprehensive wealth strategy. Founded in 2006 by Matt Kubicek, the firm transitioned from Northwestern Mutual to an independent model in early 2026 by joining Mariner Independent. As of January 2026, the firm oversees approximately $275 million in client assets, serving families and small businesses across more than 30 states. Their approach is "planning-first," integrating tax, estate, and insurance considerations into their core investment management process.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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