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 Do You Define Risk? Understanding risk is one of the most fundamental aspects of investing and wealth plannin…
Allen Capital GroupWhen Do You Need Financial Advice? Travis and Steve discuss life events where financial advice becomes most impac…
Allen Capital GroupCheck out our new video series, The Capital Exchange. A short weekly video series, exploring topics to help you na…
Allen Capital GroupThe CARES Act was enacted into law affecting most of our clients – now what? We explore some actions you should co…
Allen Capital GroupThe CARES Act affects everyone in some form or fashion. Here is some information you need to know. If you have any…
Allen Capital GroupJennifer Cook and Mark Allen talk about the value behind having Wealth Management & Accounting under one roof.…
Allen Capital GroupHere is a chance for you to get to know our Senior Wealth Advisor, Kent Koch!!!!! #ACGspotlight via @YouTube
Allen Capital GroupShane Wissmann, CFP® Senior Wealth Advisor talks about some of the key provisions from the SECURE Act. #taxreform
Allen Capital GroupAfter strong performance in 2019, what lies ahead for markets in 2020? Travis Portwood and Mark Allen discuss the f…
Allen Capital GroupWishing you a Merry Christmas and Happy Holidays from everyone at Allen Capital Group!!!

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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