Allen wealth Management

Allen Wealth Management is a Financial Planner in Boone, NC, located at 980 NC-105. The firm helps clients and their loved ones find the right financial path using its proprietary TRAIL® System. This process guides individuals through life’s journey to ensure preparation for the future. Allen Wealth Management is committed to fiduciary standards and offers investment advisory services through Allen Wealth Management, LLC. The firm is registered as an investment adviser and is independent of Raymond James. It is separately owned and operated and is not independently registered as a broker-dealer.

Securities are offered through Raymond James Financial Services, Inc., a member of FINRA and SIPC, and are marketed as Allen Wealth Management, LLC. Investment advisory services are provided by Allen Wealth Management, LLC. Raymond James Financial Advisers may only conduct business with residents of states and jurisdictions where they are properly registered. Consequently, a response to a request for information may be delayed. Not all investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on the site. Clients are advised to contact the office for information and availability.

Links provided are for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any 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 or members. The firm provides a BrokerCheck Background Checker Tool and Legal Disclosures, including Form CRS. The content is copyrighted 2025 by Raymond James Financial Services, Inc., a member of FINRA/SIPC. The firm emphasizes privacy, security, and account protection.

Allen Wealth Management, LLC is located at 980 Highway 105, Boone, 28607 NC. The phone number is 828.268.9693 and the fax number is 828.268.9694. Clients can also reach the firm by email. The team is available to guide individuals and families on their financial path.

The firm sits on NC-105 near the NC Highway 105 Bypass and about 0.2 miles from Caldwell Community College & Technical Institute - Watauga Campus.

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