Wealth Strategies Unique to You
G. Allen Financial is an independently owned and operated wealth management firm that takes a process-based approach to financial planning and asset management. We apply a broad range of expertise including estate, tax, and retirement planning, to align your investments with your values and legacy goals.
We are driven by our desire to help you achieve financial success and personal fulfillment both today and well into the future.
Stephen Duck CFP® and Dora Guzmán PhD— a husband and wife team— we bring together our individual strengths and unique experiences to provide a powerful and dynamic service. Our distinctive and personalized strategies help clients crystallize financial goals and stay the course during times of uncertainty. With passion for our work, we gain tremendous satisfaction from making a difference in each of our clients’ lives.
Your personal financial coach
Our primary focus is serving high net worth individuals who include a diverse range of creative, hard-working, open-minded, forward-thinking, and generally awesome people. We aim to build trusting, lasting relationships with each and every one of our clients to better represent them as long-term, well-informed investors. Our clients recognize the immense value of having us in their corner as objective partners and collaborators as they navigate everyday life. As an independent advisory firm, we work on our own terms to serve our clients’ best interests at every level.
