Expert perspective. Innovative strategy.

Allen Capital Group is a wealth management firm offering our clients comprehensive and unbiased portfolio management, estate and tax planning, and risk management services.
Above all, client services are our specialty.

We Provide Simple Solutions to Complex Issues

Personal finances can be complex and difficult, but they do not have to be. Our clients rely on us for estate planning, tax planning, retirement planning, investment management services, and much more. Think of us as your mission control for wealth management.

Independent for a Reason - You

We are independent to serve you. We pledge allegiance to our clients – not a bank, brokerage firm, or specific mutual fund company. We are client focused, and as a Registered Investment Advisor, we are bound to act as fiduciaries on behalf of our clients. Always. That’s what makes us different: You.

We Manage Risk to Provide You Stability

The stock market can be an emotional rollercoaster. We help filter out the noise and provide you with a disciplined, consistent, and realistic approach to investing that aims to provide you with capital appreciation through capital preservation.

What is your risk number?

Capture your risk tolerance and see if your portfolio fits you.

What's Your Plan?

We believe that financial planning is the foundation that your retirement is built on. Our financial planning services are built on trust, transparency, and accountability. Our team of experienced professionals will construct a personalized plan that gives you the peace of mind to realize your dreams.
Allen Capital GroupFun Financial Facts About July 4th https://t.co/BwSriakMDC
Allen Capital GroupCan The Federal Reserve Orchestrate a Soft Landing? https://t.co/izsMQBXHlk
Allen Capital GroupWe're in a Bear Market, Now What? https://t.co/2ww9ABFz1T
Allen Capital GroupWhat's driving the recent -16% slide in new home sales? https://t.co/pIrnINRlRn
Allen Capital GroupStill planning a remodel project? Now may be the time! https://t.co/wh8oRMdthx
Allen Capital GroupChallenges and Opportunities of Bear Markets https://t.co/3ShlXLyafD
Allen Capital GroupHow Do You Handle A World Cluttered With Noise and Volatile Markets? https://t.co/5JIJONKPZJ
Allen Capital GroupStocks & Bonds Are Down So Far in 2022, Now What? https://t.co/1LouOMSoDn
Allen Capital GroupWhat's Happening With "Safe Money" Stashed In Bonds? https://t.co/WWuPl9gUDS

In the Know.

We conduct a lot of research about these items:

  • market trends and products
  • investment regulations and concepts
  • ways we can improve our services and offerings for our clients.

Periodically, we share these findings here on our blog. If you are interested, please use the link below.

The Services You Expect

From financial planning to tax preparation, our clients’ interests always come first.

  • Financial Planning
  • Portfolio Management
  • Estate Planning
  • Tax Preparation & Filing
  • Risk Management

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