Platforms

Truly effective wealth management thrives on customization. At Allen Wealth Management, we forego one-size fits all plans for strategies that carefully consider every area of your financial life, the goals you hope to achieve, and the values you strive to sustain. Through our diverse Service Platform offerings, we embrace your uniqueness and provide a range of options built to promote your success and tailored to meet your needs.

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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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Advisor


Our most flexible service offering, the Advisor platform allows for client independence while providing answers to specific financial planning questions. Ideal for those clients who are seeking a second opinion or desire to do things themselves.

Classic


 

For clients seeking a more traditional, transaction-oriented relationship, our Classic platform provides access to a spectrum of innovative products and services as well a relationship with the industry’s premier independent broker dealer, Raymond James.

Foundations


 

For those looking for help in building a well-thought out investment strategy, our Foundations platform offers professional investment management on a discretionary basis. Our team provides ongoing review, rebalancing and performance reporting as you target your financial goals.

View Our Foundations Page

Legacy


 

Our most comprehensive offering, the Legacy platform provides coordinated wealth management. Clients will receive ongoing highly customized investment management and detailed financial planning services tailored to multiple aspects of your financial life.