LPL Financial announced that financial advisors Scott Gilliam and Travis Blessing have launched a new independent wealth management firm, Align Private Wealth, through affiliation with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team, which previously operated at PNC Private Bank, reported serving approximately $2 billion in advisory plan assets.
Based in Greenwood, Indiana, just outside Indianapolis, Gilliam and Blessing bring a combined 40 years of industry experience to the new practice. Align Private Wealth focuses on serving high-net-worth and ultra-high-net-worth families, along with individuals, business owners, and multigenerational households seeking personalized financial guidance.
The firm was established around a relationship-driven model designed to provide highly customized advice and planning. According to Gilliam, the team intentionally works with a limited number of families to better understand clients’ broader life goals and help them navigate wealth planning, legacy considerations, and generational transitions.
Align Private Wealth employs a goals-based, planning-first approach, maintaining ongoing communication with clients through regular reviews and proactive discussions to ensure financial strategies remain aligned with changing circumstances and objectives.
The decision to join LPL followed an extensive due diligence process in which the team evaluated multiple firms. Blessing said the move was driven by a desire for greater independence and the ability to build a business centered entirely around clients’ needs. He noted that LPL’s platform provides the flexibility, technology, and operational support needed to deliver customized planning and tax-aware wealth management strategies.
Gilliam added that LPL distinguished itself through its reputation and advisor-focused model, emphasizing support for firms built around client outcomes rather than corporate priorities. He said that philosophy aligned closely with the vision behind Align Private Wealth.
The team also cited access to LPL’s integrated wealth management platform, advanced planning capabilities, and technology infrastructure as key factors in the transition, enabling them to deliver more comprehensive and personalized advice.
KEY QUOTES:
“Our goal is to build deep, long-term relationships where we truly understand every aspect of our clients’ lives — not just their finances. We’ve intentionally designed our practice to work with a limited number of families so we can be fully embedded in their decision-making, helping them navigate everything from wealth planning to generational transitions.”
Scott Gilliam, CFP, Co-Founder, Align Private Wealth
“Independence is incredibly important to us — we wanted the ability to build our business entirely around our clients. LPL’s platform gives us the flexibility, technology and support to do exactly that, while enhancing how we deliver customized planning and tax-aware strategies.”
“We evaluated multiple firms, but LPL stood out for its reputation and its focus on helping advisors grow businesses that are built for clients, not for a firm. That client-first mentality was critical for us as we launched Align Private Wealth.”
Travis Blessing, AIF, Co-Founder, Align Private Wealth
“We welcome Scott, Travis and the Align Private Wealth team to the LPL community. Their commitment to building deep, personalized relationships and delivering comprehensive, goals-based guidance reflects the kind of client-first approach we are proud to support. We look forward to helping them grow their business through our bespoke high-net-worth capabilities and continue delivering meaningful outcomes for the families they serve.”
Marc Cohen, Chief Growth Officer, LPL Financial
