There are no shortcuts to any place worth going

– Beverly Sills

If you can find a path with no obstacles, it probably doesn’t lead anywhere

– Frank A. Clark

The journey of a thousand miles begins with a single step

– Lao Tzu

When preparing to climb a mountain – pack a light heart

-Dan May

Somewhere between the bottom of the climb and the summit is the answer to the mystery why we climb

– Greg Child

Only if you have been in the deepest valley, can you ever know how magnificent it is to be on the highest mountain

– Richard M. Nixon

It is not the mountain we conquer but ourselves

– Edmund Hillary

There are no shortcuts to any place worth going

– Beverly Sills

If you can find a path with no obstacles, it probably doesn’t lead anywhere

– Frank A. Clark

The journey of a thousand miles begins with a single step

– Lao Tzu

When preparing to climb a mountain – pack a light heart

-Dan May

Somewhere between the bottom of the climb and the summit is the answer to the mystery why we climb

– Greg Child

Only if you have been in the deepest valley, can you ever know how magnificent it is to be on the highest mountain

– Richard M. Nixon

It is not the mountain we conquer but ourselves

– Edmund Hillary

Your Guides

At Allen Wealth Management, each member of our team desires to help you find your financial path. We accomplish this through a very personal, hands-on approach that first seeks to understand your unique needs and goals before developing your custom financial plan.

Whether you’re near or in retirement, or working in your own business or practice, we are committed to offering strategies and solutions that come from true insight and experience

Jonathan Allen

FINANCIAL ADVISOR

Eric Franklin

FINANCIAL ADVISOR

Joe Hill

OFFICE MANAGER

Carmen Critcher

COMMUNICATIONS MANAGER

Paige Hopkins

ADMINISTRATIVE MANAGER

Josh B Roberts

FINANCIAL ADVISOR

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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.

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