Allen wealth Management

Allen Wealth Management is a financial planner in Boone, NC. The firm offers wealth management services to individuals and families, working with clients to help them prepare financially for the future. Investment advisory services are offered through Allen Wealth Management, LLC, which is registered as an investment adviser and operates independently of Raymond James. Securities are offered through Raymond James Financial Services, Inc., a member of FINRA and SIPC, and the firm conducts business in the states and jurisdictions where its advisers are properly registered.

The firm uses a proprietary process called the TRAIL System to guide clients through their financial planning. Their team works one-on-one with clients to build and maintain a financial path suited to their individual circumstances. Allen Wealth Management is committed to fiduciary standards, and the office can be reached by phone at 828-268-9693 or by fax at 828-268-9694. The practice is separately owned and operated and is not independently registered as a broker-dealer.

The office sits on NC Highway 105, about two-tenths of a mile from Caldwell Community College and Technical Institute's Watauga Campus and the NC Highway 105 Bypass. The Watauga County Sheriff's Office is roughly seven-tenths of a mile away, along with Upper Laurel Fork and the Oak Grove neighborhood.

Allen Wealth Management serves Boone and the surrounding High Country region, working with clients through a structured planning process and fiduciary standards in a practice tied to one of the most recognized names in American securities.