We pledge allegiance to our clients–not a bank, brokerage firm, or specific mutual fund company. 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.
Your Goals, Our Vision.
Allen Capital Group is a Wealth Management Firm offering clients unbiased portfolio management, estate planning, tax planning and preparation, and risk management services. As an Independent Registered Investment Advisor (RIA), we work only for our clients. Client service is our specialty, and we take pride in being free of conflict and upholding our fiduciary duty.
