Experience meaningful change
As a fee-only, boutique wealth management firm, G. Allen Financial provides an integrated approach to financial planning and asset management. We aim to address your financial need and personal fulfillment, both today and well into the future.
We take pride in decoding the seemingly complicated and making it simple, empowering you on your journey to redefine your wealth and live life by your own design.
Stephen Duck CFP® and Dora Guzmán PhD, a husband and wife team bringing together our individual strengths and expertise to provide a powerful and dynamic service. Our individualized approach is 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 primarily serve high net worth individuals that include a diverse range of creative, hard-working, open-minded, forward-thinking, and generally awesome people. We strive to build trusting, lasting relationships with each and every one of our clients to better represent them as long-term, well-informed investors. 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.