Welcome to
Allen Wealth Advisors
Kay Allen, CFP
Founder, Allen Wealth Advisors
At Allen Wealth Advisors, all our advisors are CERTIFIED FINANCIAL PLANNERS®.
This means we have the training, experience and knowledge to help you plan for and realize a successful financial future. We build strong relationships with our clients. Our clients can feel secure that their needs are our first priority.
Allen Wealth Advisors: Fee-only Advisory Services
Allen Wealth Advisors is a fee-only advisory. This means:
• We are paid directly by clients for our services and cannot receive other sources of compensation, such as payments from fund providers.
• We act as a fiduciary, meaning: We are obligated to put our clients’ interests first.
Customized Financial Planning and
Investment Management Strategies
We provide customized Financial Planning and Investment Management strategies to women, families, individuals, and small businesses.
Our goal is to provide the highest quality advice and service to help you meet your needs and goals.
We treat you the way we would want to be treated.
