Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
We are Aligned Wealth Strategy, led by Wealth Architect and CPA Mae Gerhart. Through our signature PILLARS Process, we transform financial complexity into clarity and actionable strategy.
To us, true mastery of wealth means stability and flow, never stress or struggle.
We go beyond the surface, distilling detail into insight and aligning every decision with your vision and values. Each recommendation is crafted to advance both prosperity and purpose.
We are not simply financial experts, we are stewards of clarity and resilience, guiding your business toward lasting strength and growth.
