Expert perspective. Innovative strategy.

Allen Capital Group is a wealth management firm offering our clients comprehensive and unbiased portfolio management, estate and tax planning, and risk management services.
Above all, client services are our specialty.

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We Provide Simple Solutions to Complex Issues

Personal finances can be complex and difficult, but they do not have to be. Our clients rely on us for estate planning, tax planning, retirement planning, investment management services, and much more. Think of us as your mission control for wealth management.

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Independent for a Reason - You

We are independent to serve you. We pledge allegiance to our clients – not a bank, brokerage firm, or specific mutual fund company. We are client focused, and 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.

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We Manage Risk to Provide You Stability

The stock market can be an emotional rollercoaster. We help filter out the noise and provide you with a disciplined, consistent, and realistic approach to investing that aims to provide you with capital appreciation through capital preservation.

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What is your risk number?

Capture your risk tolerance and see if your portfolio fits you.

What's Your Plan?

We believe that financial planning is the foundation that your retirement is built on. Our financial planning services are built on trust, transparency, and accountability. Our team of experienced professionals will construct a personalized plan that gives you the peace of mind to realize your dreams.

Allen Capital GroupHow Does Diversification Impact You? In this video, Travis and Steve discuss different diversification methods al… https://t.co/2Qdr69zthX
Allen Capital GroupOur #Omaha team took their families to @SantasWoods for a hayrack ride. What a great time! Maybe a client outing in… https://t.co/OxwqNtb5vT
Allen Capital GroupRT @allencapgroup: What do elections mean for #SocialSecurity? In this video, Travis and Steve discuss where social security started, why…
Allen Capital GroupWhat do elections mean for #SocialSecurity? In this video, Travis and Steve discuss where social security started,… https://t.co/3KT8pcplDK
Allen Capital GroupAre the #Election Headlines Making You Nervous? Recent political developments illustrate the instability of our c… https://t.co/rkGw9HHc8f
Allen Capital GroupHow Do You React to #MarketVolatility? People tend to overreact to market volatility. In this video, Travis and… https://t.co/qbrJLXbk6S
Allen Capital GroupYou can social distance and still have fun. Anyone for a virtual #HappyHour? https://t.co/7j3jkQCEfe
Allen Capital GroupHow Do You Define Risk? Understanding risk is one of the most fundamental aspects of investing and wealth plannin… https://t.co/oDUOuy2TXZ
Allen Capital GroupWhen Do You Need Financial Advice? Travis and Steve discuss life events where financial advice becomes most impac… https://t.co/3sUfNXxmq2
Allen Capital GroupCheck out our new video series, The Capital Exchange. A short weekly video series, exploring topics to help you na… https://t.co/zv7xkYAIwz

In the Know.

We conduct a lot of research about these items:

  • market trends and products
  • investment regulations and concepts
  • ways we can improve our services and offerings for our clients.

Periodically, we share these findings here on our blog. If you are interested, please use the link below.

In the Know

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The Services You Expect

From financial planning to tax preparation, our clients’ interests always come first.

  • Financial Planning
  • Portfolio Management
  • Estate Planning
  • Tax Preparation & Filing
  • Risk Management

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