Experience meaningful change
We are G. Allen Financial, a fee-only, boutique wealth management firm run by a CFP® and a Ph.D. We provide an integrated approach to financial planning and asset management aiming to address your financial need and personal fulfillment, both today and well into the future. We take pride in deconstructing the seemingly complicated and making it elegantly simple, empowering you on your journey to live life by your own design.
MEET YOUR TEAM
We’re Stephen & Dora, a husband and wife team that brings together our individual strengths and expertise to provide a powerful and dynamic service designed to help you clarify your goals and stay the course during times of uncertainty. We love life and we love our work, and most importantly, we gain tremendous satisfaction from making a difference in each of our clients’ lives.
Your personal financial coach
We work with a diverse range of creative, hard-working, open-minded, forward-thinking, and generally awesome people. Our clients understand the immense power of having us in their corner as objective partners and collaborators as they navigate through everyday life. Because we are an independent advisory firm, we work on our own terms to serve our clients’ best interests at every level. We strive to build trusting, lasting relationships with each and everyone of our clients to better represent them as long-term, intelligent investors.