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 GroupIf an investment sounds too good to be true, it is. #investing #BernieMadoff
Allen Capital GroupAre You Struggling With The Life-Changing Loss Of A Spouse? via @YouTube #investing #finances
Allen Capital GroupAre You Concerned With The Potential Cost Of Your Children's College Education? #college #529plans
Allen Capital GroupAre You Worried About The Recent Surge In Money Supply Causing Inflation? via @YouTube #inflation #investing
Allen Capital GroupOur CIO, Travis Portwood, CFA, CFP®@tportwood1 was recently quoted in the Midlands Business Journal. While the past…
Allen Capital GroupWhat Does Your NCAA Tournament Bracket Have To Do With Investing? via @YouTube
Allen Capital GroupDoes Income Planning For Retirement Have You Feeling Anxious? via @YouTube #investing #finance #business
Allen Capital GroupHow Do Donor Advised Funds Fit Into Your Giving Strategy? via @YouTube #investing #finance #business
Allen Capital GroupWhy Are Special Purpose Acquisition Companies (SPAC) Becoming So Popular? via @YouTube
Allen Capital GroupIs Your Income Too High to Contribute to a Roth IRA? via @YouTube #rothira #investing #finance

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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