CLEARWATER, Florida — April 17, 2026
Executive Summary
Indivisible Partners has announced that Aligned Private Wealth has joined its expanding advisor network, marking a continued development in the firm’s platform strategy. The Chicago-area firm, led by Ethan Hafner, operates under its proprietary “Aligned360™” model, which focuses on delivering coordinated financial advice across multiple disciplines for founders, families, and business owners.
The partnership provides Aligned Private Wealth with access to Indivisible’s integrated operating infrastructure, while allowing the firm to maintain its boutique client experience. The announcement reflects Indivisible’s continued efforts to expand its advisor network by partnering with independent firms that deliver comprehensive financial planning and investment advisory services. The collaboration also includes the addition of Andrew Cardillo to support the firm’s investment and planning operations.
Announcement Overview
Indivisible Partners, an advisor-owned growth partnership, has formally announced the addition of Aligned Private Wealth to its platform. The announcement introduces a Chicago-area advisory firm with a defined approach to integrated wealth management, led by industry veteran Ethan Hafner. The firm’s inclusion reflects Indivisible’s ongoing expansion strategy focused on supporting independent advisory teams through infrastructure, operational support, and partnership resources.
Aligned Private Wealth enters the platform with an established advisory model centered on delivering coordinated financial strategies that span investment management, tax planning, wealth transfer, and philanthropic structuring. The firm’s client base includes founders, business owners, families, individuals, and select organizations whose financial needs require ongoing oversight across multiple domains.
Through this partnership, Indivisible Partners extends its platform capabilities to include an advisory practice that emphasizes alignment between financial strategy and long-term personal and generational objectives. The relationship also provides Aligned Private Wealth with operational tools and resources designed to support both its launch and continued growth trajectory while preserving its client-focused delivery model.
Key Announcement Details
Announcement Identification and Metadata
Core Release Information
- Announcement Type: Advisor network expansion through onboarding of an independent wealth advisory firm
- Announcement Date: April 17, 2026
- Announcing Entity: Indivisible Partners
- Dateline Location: CLEARWATER, Florida
- Announcement Context: Addition of Aligned Private Wealth to Indivisible Partners’ advisor network, reflecting continued expansion of its advisor-owned platform while preserving independent, client-focused advisory delivery
Primary and Secondary Entities
Indivisible Partners Overview
- Primary Entity: Indivisible Partners
- Entity Type: Advisor-owned growth partnership
- Ownership Status: Privately held
- Regulatory Status: Federally registered investment advisor
- Headquarters: Clearwater, Florida, United States
- Foundational Structure: Built by experienced industry leaders and former advisors
Aligned Private Wealth Overview
- Joining Firm: Aligned Private Wealth
- Geographic Identity: Chicago-area wealth advisory firm
- Registered Location: Deerfield, Illinois, United States
- Platform Affiliation: Investment advisory services delivered through Indivisible Partners, LLC
Founding, Leadership, and Personnel Details
Founder Profile and Background
- Founder Name: Ethan Hafner
- Designation: CEPA® (Certified Exit Planning Advisor)
- Title: Founding Principal and Private Wealth Advisor
- Experience Tenure: Nearly 30 years in advisory services
- Advisory Domains: Investment management and financial planning
Advisory Specialization Under Founder
- Primary Expertise: Tax efficiency strategies
- Secondary Expertise: Wealth transfer planning
- Additional Focus: Charitable giving strategies
- Transaction Advisory: Pre-transaction planning for liquidity events
Additional Team Member
- Name: Andrew Cardillo
- Designation: CFP® (Certified Financial Planner)
- Role: Senior Wealth Strategy Associate
- Functional Scope: Investment and planning support
- Experience Areas: Comprehensive financial planning, investment analysis, alternative investments
Indivisible Leadership Reference
- Executive Chairman and Co-Founder: John Thiel
Advisory Model Architecture
Core Model Identity
- Model Name: Aligned360™
- Model Nature: Integrated advisory and execution framework
- Functional Positioning: Personal CFO-style advisory model
Model Operational Scope
- Advisory Coverage: Day-to-day financial decision-making
- Strategic Coverage: Major life and financial transitions
- Execution Model: Coordinated implementation across all financial domains
Model Purpose and Design
- Primary Objective: Align wealth with purpose
- Secondary Objective: Provide clarity and coordinated execution
- Client Benefit: Simplified and unified financial oversight
Client Base and Advisory Reach
Client Segmentation
- Entrepreneurial Clients: Founders
- Business Clients: Business owners
- Family Clients: Multi-generational families
- Individual Clients: Individuals with complex financial needs
- Institutional Clients: Select organizations
Client Financial Characteristics
- Complexity Level: Multi-disciplinary financial structures
- Advisory Requirement: Continuous oversight and coordination
- Lifecycle Coverage: From routine management to pivotal financial events
Client Outcome Orientation
- Lifestyle Objective: Support the life clients want to live
- Purpose Objective: Enable pursuit of what matters most
- Legacy Objective: Steward wealth across generations
Advisory Coordination and Execution Framework
Coordination Approach
- Professional Integration: Direct coordination with client’s other advisors
- Advisory Synchronization: Alignment across financial disciplines
- Execution Model: Ensuring cohesive operation of all financial elements
Engagement Philosophy
- Client Relationship Role: First point of contact during financial changes
- Advisory Function: Cutting through complexity and noise
- Outcome Alignment: Integration of current lifestyle and long-term legacy goals
Strategic Partnership Structure and Benefits
Partnership Characteristics
- Partnership Type: Strategic integration within advisor platform
- Structural Model: Independent firm operating within Indivisible ecosystem
- Strategic Objective: Enable launch and sustained growth
Platform Access and Benefits
- Infrastructure Access: Integrated operating platform
- Resource Availability: Curated tools and advisory support
- Growth Enablement: Long-term scaling capabilities
Reporting and Visibility Features
- Reporting Capability: Consolidated reporting system
- Client Benefit: Holistic financial visibility
- Data Scope: Aggregated financial position across accounts
Client Experience and Service Model
Experience Delivery
- Service Model: Boutique, high-touch client engagement
- Interaction Style: Personalized advisory relationships
- Customization Level: Tailored financial planning strategies
Experience Preservation
- Independence Retention: Maintenance of firm autonomy
- Client Focus: Continued emphasis on individualized service
- Service Continuity: Alignment between platform support and advisory delivery
Strategic and Philosophical Positioning
Core Philosophy
- Primary Principle: Aligning success with significance
- Advisory Purpose: Connecting financial success with meaningful outcomes
- Legacy Focus: Multi-generational stewardship
Strategic Messaging Elements
- Independence: Ability to focus fully on client needs
- Coordination: Integration of all financial aspects
- Clarity: Simplification of complex financial decisions
Leadership Statements and Thematic Elements
Ethan Hafner Statement Breakdown
- Independence Theme: Maintaining focus on client priorities
- Coordination Theme: Direct collaboration with client advisors
- Engagement Theme: Acting as first call for financial changes
- Outcome Theme: Supporting both present life and future legacy
John Thiel Statement Breakdown
- Platform Alignment: Fit of Aligned Private Wealth within Indivisible’s model
- Advisor Recognition: Acknowledgment of Hafner’s career advising families
- Platform Role: Providing partnership, innovation, and operational infrastructure
Indivisible Partners Platform and Mission
Organizational Mission
- Core Objective: Redefine independence for advisory teams
- Advisor Enablement: Empower advisors to deliver improved outcomes
- Enterprise Goal: Build long-term enterprise value
Platform Components
- Infrastructure: Integrated operating platform
- Ownership Model: True ownership for advisors
- Support Model: High-touch operational assistance
- Culture: Collaborative advisory environment
Aligned Private Wealth Positioning and Capabilities
Firm Positioning
- Advisory Focus: Private wealth management
- Client Target: Founders, business owners, multi-generational families
- Service Integration: Multi-disciplinary financial planning
Integrated Advisory Capabilities
- Investment Strategy: Portfolio and asset management
- Tax Planning: Integrated tax strategies
- Wealth Transfer: Estate and succession planning
- Asset Protection: Risk mitigation strategies
- Philanthropy: Charitable planning and giving
Technology, Infrastructure, and Operational Alignment
Platform Integration
- System Type: Integrated advisory infrastructure
- Operational Support: Tools for advisory execution
- Data Integration: Consolidation of financial information
Operational Benefits
- Efficiency: Streamlined advisory workflows
- Scalability: Capacity to support firm growth
- Consistency: Standardized delivery of advisory services
Geographic and Market Context
Geographic Presence
- Primary Headquarters: Clearwater, Florida
- Advisory Firm Location: Deerfield, Illinois
- Regional Identity: Chicago-area advisory presence
Market Positioning
- Industry: Wealth management and financial advisory
- Operating Region: United States
- Client Reach: National-level advisory services through platform
Digital Presence and Information Channels
Official Websites
- Indivisible Partners: www.indivisible.com
- Aligned Private Wealth: www.aligned-pw.com
Firm Background and Leadership Structure
Ethan Hafner’s Advisory Experience and Founding of Aligned Private Wealth
Aligned Private Wealth was founded by Ethan Hafner following nearly 30 years of experience advising clients in areas that include investment management, financial planning, and broader wealth strategy. His work has focused on delivering structured guidance across complex financial matters, including:
- Tax efficiency strategies
- Wealth transfer planning
- Charitable giving frameworks
- Pre-transaction planning for liquidity events
The firm’s formation represents a continuation of this advisory approach, structured within a dedicated platform that integrates multiple financial disciplines under a unified model. Hafner’s leadership centers on providing clients with coordinated financial direction across both routine and transitional financial decisions.
Role of Andrew Cardillo in Advisory Operations
Joining Hafner at the firm is Andrew Cardillo, who serves as Senior Wealth Strategy Associate. Cardillo contributes to the firm’s investment and planning activities, bringing experience across:
- Comprehensive financial planning
- Investment analysis
- Alternative investment evaluation
His role supports the execution of the firm’s advisory model, ensuring that planning and investment components are aligned within the broader financial strategies developed for clients.
Aligned360™ Model and Advisory Framework
Integrated Wealth Management Approach
Aligned Private Wealth operates under its proprietary Aligned360™ model, which is structured to provide a comprehensive and coordinated approach to financial decision-making. The model positions the firm to act in a role comparable to a personal chief financial officer (CFO) for clients, managing multiple financial components in a unified manner.
This framework is designed to address a wide range of financial considerations, including:
- Day-to-day financial decisions
- Long-term investment planning
- Major financial transitions
- Intergenerational wealth structuring
The model emphasizes coordination across various financial disciplines, ensuring that decisions in one area are aligned with broader financial objectives.
Client-Centric Coordination and Execution
The firm’s approach includes direct coordination with other professionals involved in a client’s financial life. This may include collaboration with:
- Tax advisors
- Legal professionals
- Investment specialists
- Other financial service providers
By integrating these relationships, the model is structured to ensure that all aspects of a client’s financial strategy operate cohesively, supporting both immediate needs and long-term objectives.
Client Base and Service Scope
Aligned Private Wealth serves a diverse client base whose financial situations often span multiple disciplines and require continuous oversight. The firm’s services are tailored to individuals and entities with complex financial structures, including:
- Founders and entrepreneurs
- Business owners
- Multi-generational families
- High-net-worth individuals
- Select organizations
The advisory model is designed to support clients in pursuing defined financial and personal objectives, with an emphasis on aligning wealth strategies with broader life goals and legacy considerations.
The firm’s service scope incorporates:
- Investment strategy development
- Tax planning integration
- Wealth transfer and estate planning
- Asset protection considerations
- Philanthropic structuring
This integrated approach enables clients to navigate both routine financial management and significant financial transitions with coordinated guidance.
Strategic Partnership with Indivisible Partners
Platform Integration and Operational Support
Through its partnership with Indivisible Partners, Aligned Private Wealth gains access to an integrated operating platform that includes a range of resources designed to support advisory firms. These resources are structured to assist with:
- Operational infrastructure
- Growth initiatives
- Client service delivery
- Reporting capabilities
One of the key components of this platform is consolidated reporting, which provides a comprehensive view of a client’s financial position. This feature supports transparency and clarity in financial planning and decision-making.
Preservation of Boutique Client Experience
Despite the integration into a broader platform, the partnership is structured to allow Aligned Private Wealth to maintain its boutique, high-touch client experience. This includes:
- Personalized client engagement
- Direct advisory relationships
- Customized financial strategies
The model ensures that the firm can leverage platform capabilities without compromising its client-centric approach.
Leadership Commentary
Statement from Ethan Hafner
Ethan Hafner, Founding Principal and Private Wealth Advisor, stated:
“Independence allows us to stay focused on what matters most to our clients. Our work is about aligning success with significance, being the first call when something changes, cutting through the noise, and coordinating directly with a client’s other professionals so the different aspects of their financial lives work together to support both the life they want to live today and the legacy they hope to steward across generations.”
Statement from John Thiel
John Thiel, Executive Chairman and Co-Founder of Indivisible Partners, stated:
“Aligned Private Wealth reflects the type of practice Indivisible was built to support. Ethan has spent his career advising families through pivotal financial moments, and we are pleased to provide the partnership, platform, and innovation that allows an independent firm like his to serve clients effectively.”
Operational Model and Growth Alignment
The partnership reflects a model in which independent advisory firms can access institutional-level infrastructure while maintaining ownership and operational independence. This structure allows firms like Aligned Private Wealth to:
- Expand service capabilities
- Enhance operational efficiency
- Support long-term growth objectives
Indivisible Partners’ platform is designed to support these outcomes by combining technology, operational resources, and advisory support within a unified framework.
The collaboration aligns with the broader objective of enabling advisory firms to deliver consistent and coordinated financial services across a growing client base.
About Indivisible Partners
Indivisible Partners is a privately held, independent advisory firm established by experienced industry leaders and former advisors. The firm is structured as an advisor-owned growth partnership, designed to redefine the concept of independence for advisory teams.
The firm combines several core elements within its platform:
- Innovative integrated infrastructure
- True ownership opportunities for advisors
- High-touch operational support
- Collaborative advisory culture
Indivisible Partners operates with the objective of enabling advisors to deliver enhanced outcomes for their clients while building long-term enterprise value. The firm is headquartered in Clearwater, Florida, and operates as a federally registered investment advisor.
About Aligned Private Wealth
Aligned Private Wealth is a private wealth advisory firm based in Deerfield, Illinois, offering investment advisory services through Indivisible Partners, LLC. The firm was founded by Ethan Hafner, CEPA®, and focuses on serving clients with complex financial needs.
The firm’s Aligned360™ model integrates multiple financial disciplines, including:
- Investment strategy
- Tax planning
- Wealth transfer planning
- Asset protection
- Philanthropy
This integrated approach is designed to help clients align their financial strategies with personal objectives, including long-term legacy planning. The firm’s services are tailored to founders, business owners, and multi-generational families seeking coordinated financial guidance.
Media Contact
For additional information, visit indivisible.com.
Source Attribution
Source: Company announcement