Alinity Wealth Management
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Strong relationships are at the heart of what we do. Alinity Wealth Management and MPS are not affiliated entities.
We get to know you, and what matters to you, so that we can provide you with financial planning tailored to your needs and goals. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser.
10/07/2026
Thank you to Joey Wilks and Alinity Wealth Management for their generous National Festival Signature Sponsorship!
Get to know Joey!
When it's time to focus, you'll find him with a playlist on, a timer set, and distractions turned off. 🎧
And if he ever ends up stranded on an island? He's already got a plan: a machete, fishing line, and a cooking pot.
Seems like he'd do just fine. 😄
We conducted a very scientific office survey on which department works the hardest.
The results may have been slightly influenced by Marketing. 🎤😂
All in good fun, of course. We know it takes every department working together to serve our clients well. 💙
09/24/2026
Behind every financial plan is a real person.
And apparently, those people have very different ideas about what counts as early, late, and exactly on time. ☕⏰
Swipe through to get to know the team a little better.
09/22/2026
For many business owners, selling a business represents the end of one chapter and the beginning of another.
The financial details matter. So do the tax implications, deal structure, and transition planning.
But one of the most important questions is often the most personal:
What are you retiring to, building toward, or creating space for next?
A business sale can create new opportunities, greater flexibility, and the freedom to focus on different priorities.
Taking time to think about those possibilities before the transaction is complete can help ensure that financial decisions remain aligned with the life you want to build afterward.
A thoughtful transition plan looks beyond the sale itself and considers what comes next.
Why choose a career in wealth management?
For Matt, the answer was never just about investments or numbers.
He wanted a career where he could serve others, build meaningful relationships, and help people navigate some of life's biggest decisions with greater clarity and confidence.
At its best, financial planning is about more than money. It's about helping people align their financial resources with the life they want to live, the people they care about, and the goals that matter most.
This is Matt's why.
09/18/2026
🎉 Happy 3-Year Anniversary, Mackenzie!
For the past three years, Mackenzie has been an important part of the Alinity team, bringing dedication, thoughtfulness, and a genuine commitment to serving our clients and supporting those around her.
Please join us in congratulating Mackenzie on this milestone and celebrating her third anniversary with Alinity! 💙
There is no one-size-fits-all financial plan. Every plan should reflect an individual's unique goals, needs, and circumstances.
But if financial planning were a recipe, our advisors seem to think it starts with a few key ingredients and a healthy amount of seasoning. 👨🍳✨
09/11/2026
Building wealth isn't a single milestone. It's a series of decisions made throughout life's different seasons.
And those questions may change over time:
• How do I build financial stability?
• Am I saving enough?
• Can I retire comfortably?
• What kind of legacy do I want to leave?
A thoughtful financial plan helps bring those pieces together and adapt as your goals evolve.
No matter your stage of life, planning starts with understanding what you're working toward.
Get to know Luke!
One piece of wisdom he tries to live by is being quick to listen, thoughtful before speaking, and patient in challenging moments.
As for productivity, his approach is a bit less philosophical: music on, coffee poured, and it's time to focus. ☕🎵
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Address
4884 Bluebonnet Boulevard
Baton Rouge, LA
70809
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 4pm |
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