Alinity Wealth Management
Matthew P Kubicek
Partner|CFP®, CLU®, RICP®, CPWA®
Alinity Wealth Management
About Alinity Wealth Management
We empower you towards a better future (Period!). It’s not just wealth management and financial planning; it’s hearing what matters most to you and helping you build a path towards that better future.
We put your needs and desires first, every single time. Because the only reason we exist and do what we do, is so that you and your family can have a better future.
We’ve been serving families since 2006 when our founding partner, Matt Kubicek, first began his career in Nashville, TN. What began as one young, financial planner, has grown to a team of 11 with a passion to serve our clients well. We operate in more than 30 states, providing premier financial planning for families, and businesses, and the next generation to come. Whether your focus is retiring well, growing your wealth through a lifetime, minimizing unnecessary taxes, or ensuring your family is going to be taken care of if you don’t wake up tomorrow, we know how to handle it. We’ve helped businesses handle succession and retain great employees. We’ve helped parents fund and educate their kids. And we’ve helped client after client make the scary transition to retirement- and do it well.
We’ve been through challenging markets and economic uncertainty. We’ve navigated end of life planning and family separations. We’ve helped clients plan for and through it all. Let us help you do the same.
Professional Certifications
Matt, Joey, Ethan, Brianna & Luke have earned the CERTIFIED FINANCIAL PLANNERTM professional certification from the Certified Financial Planner Board of Standards. The CFP® certification is one of the most recognized financial planning marks in the world and identifies to the public those individuals who have met rigorous professional standards.
As a CERTIFIED FINANCIAL PLANNERTM professional, our advisors' extensive training and financial planning experience will help to assess your current needs and develop a plan to achieve your financial goals. A CFP® professional is held to strict ethical standards to ensure that any financial advice and financial planning recommendations made, are in your best interest. While recognizing that, most if not all, financial service business structures contain material conflicts of interest of one kind or another. Part of our commitment to you as CFP® professionals is that we will be transparent with you regarding material conflicts of interest that we have when working with you, as well as how we will manage those conflicts.
Some of our advisors also earned the Chartered Life Underwriter (CLU®) designation. The Retirement Income Certified Professional (RICP®) designation.
Continuing education forms a cornerstone in our practice, as it fuels effective financial planning. Since the regulatory, tax, insurance, and investment landscape is ever-evolving, we find continuous learning to be the key to bring our clients the most relevant, effective, and profitable ideas and strategies for their families.
Here are our areas of expertise
Financial Planning
Wealth Management
Retirement Planning & Income Strategies
Multigenerational Planning
Business Planning & Succession
Insurance Protection Strategies
Tax-Efficient Strategies
Estate Planning
Lending a hand in our community.
We are blessed in so many ways. However, we recognize that there are those around us who have all kinds of struggles that we don’t experience. While we can’t solve the world’s problems, perhaps we can help make a world of difference for one person. Through our efforts with Alinity, we seek to relieve suffering and breathe life into those around us, within our local communities and charities.
If you can’t help everyone, help one. In 2023, the Alinity Wealth Management firm and team members gave over $100,000 to charitable organizations in addition to over 1,150 hours of service for the benefit of others. That’s equivalent to 144 working days!
We’ve highlighted a few organizations with whom we continue to partner:
Alex’s Lemonade Stand
We all know of friends and family who have battled through cancer. For some of us, too many to count. Alex’s Lemonade Stand seeks to eradicate that story for children through continued research, advocacy, and support for families and treatments. Each year we do our part by raising awareness and putting additional funds towards the fight.
Baton Rouge Food Bank
We’ve all felt the pangs of an empty stomach from a missed meal; however, there are many in our communities who may go days without a full meal and certainly much longer than that from a lack of proper nutrition. Through our expanding work with the Baton Rouge Food Bank, we are seeking to limit the impact of hunger around us. Whether we raise funds, gather canned goods, or help sort and organize food at the Food Bank campus, we want to join our hands with our hearts and make a difference for those in need.
MS Foundation
Multiple Sclerosis is a continues to be a debilitating disease affecting millions worldwide. Our personal experience with multiple client families has shed light on how difficult this disease can be. With that in mind, we have partnered together with the MS Society to raise awareness and financial support to those who are able to provide greater research and treatment to one day end this disease once and for all.
In addition to these, we also serve through and financially support: Boys and Girls Club of Louisiana, American Cancer Society, Kiwanis, & The Baton Rouge Youth Coalition (BRYC).