David J Fry - Ameriprise Financial Advisor

David J Fry - Ameriprise Financial Advisor Financial Advisor with Ameriprise Financial Services, LLC

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If you can't explain your strategy to your kids, it’s probably not a strategy; it’s just noise. Let’s focus on the varia...
06/09/2026

If you can't explain your strategy to your kids, it’s probably not a strategy; it’s just noise. Let’s focus on the variables we can control: discipline, costs, and time.
https://bit.ly/3Qh12L4

Today, we pause to honor the 82nd anniversary of D-Day—a moment in history defined by unimaginable courage and the ultim...
06/06/2026

Today, we pause to honor the 82nd anniversary of D-Day—a moment in history defined by unimaginable courage and the ultimate sacrifice.

The bravery shown on the beaches of Normandy serves as a timeless reminder of what is possible when leadership, unity, and a clear sense of purpose converge. We owe our gratitude to the Greatest Generation for the freedoms we enjoy today.

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

Thank you to everyone who attended our Marion and Harrisburg Client Appreciation Picnics. Special thanks to 17th Street ...
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!

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

We’re excited to invite our clients to a Client Appreciation Picnic at the Park on Wednesday, May 13 at Ray Fosse Park.J...
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

As we head into May, the focus often shifts to the next generation. We treat education funding as a core asset class. A ...
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

Most business owners have a "Value Gap"—the difference between what their business is currently worth and what they need...
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

Now that the filing deadline has passed, it is the perfect time to review your withholdings and retirement deferrals. Do...
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

Today is the deadline. For many business owners, this day highlights the gaps in their year-round strategy. If you found...
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

Address

700 E. Deyoung Street
Marion, IL
62959

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4:30pm

Telephone

+16189933513

Website

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