Wish you had a guide?


Wish you had a guide?

We can show you the way.


By utilizing our proprietary TRAIL® System, we can help you find the right financial path so that you and your loved ones are prepared for wherever life’s journey takes you.

We are Allen Wealth Management

A Fiduciary Advisor


Meet the members of our team who help guide you and your family on your financial path.

Learn about our proprietary process that helps you find and stay on your financial path.

Every path is different – discover the ways we help our clients make the most of our relationship.

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980 Highway 105, Boone, NC 28607
P: 828.268.9693 | F: 828.268.9694

Allen Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Allen Wealth Management, LLC. Raymond James financial Advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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