Experience meaningful change
G. Allen Financial is a fee-only, boutique wealth management firm that takes an integrated approach to financial planning and asset management. Our goal is to address your financial needs and personal fulfillment, both today and well into the future.
We take great pride in simplifying the complexities of personal finance. Our aim is to help you achieve financial freedom and enable you to design a life that aligns with your aspirations.
Stephen Duck CFP® and Dora Guzmán PhD, a husband and wife team, we bring together our individual strengths and expertise to provide a powerful and dynamic service. Our distinctive and personalized strategies help clients clarify financial goals and stay the course during times of uncertainty. With passion for our work, we gain tremendous satisfaction from making a difference in each of our clients’ lives.
Your personal financial coach
Our primary focus is serving high net worth individuals who include a diverse range of creative, hard-working, open-minded, forward-thinking, and generally awesome people. We aim 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 recognize the immense value of having us in their corner as objective partners and collaborators as they navigate everyday life. As an independent advisory firm, we work on our own terms to serve our clients’ best interests at every level.