Allen Wealth Management provides comprehensive, independent investment management and financial planning services. We tailor our services to our clients’ unique needs.
Advising on more than $750 million in client assets as of September 2024, our services are enhanced through our partnership with Commonwealth Financial Network, the largest privately-held independent Registered Investment Adviser/broker-dealer in the United States.
Established in 2001 as a part of Allen Insurance and Financial and 100% employee-owned, our offices are located in Belfast, Camden, Rockland, Southwest Harbor and Waterville, Maine.
CLIENT EXPERIENCE
Client financial goals are at the center of everything that we do, and drive our customer-centered philosophy. We take the time to ensure our clients feel comfortable with and understand our recommendations and advice.
Our priority is building long-term relationships. We take time to listen and to understand each of our clients and their circumstances. Together, we carefully chart a course to pursue their financial goals through prudent investment and related planning strategies.
Our advisors operate as a team, sharing ideas and solutions, and providing support to all our clients. Call or click today to learn more about our tailored financial planning services for clients in Maine and around the U.S.
