Andy Allen

Retirement, Investing, Insurance
“With almost two decades of experience in the financial industry, Andy Allen cultivates a partnership with his clients that maximizes the effectiveness of their wealth by serving their needs, passions and goals with integrity, compassion and excellence.”

Wealth Management Group, LLC

Job Title:

Managing Partner


Andy Allen has been in the Financial Services industry since 2000. After leading an agency for a Fortune 500 Company he decided to open his own firm in 2014. Wealth Management Group is an independent, comprehensive financial services firm committed to helping its' clients navigate the complexities of wealth accumulation, wealth preservation and wealth distribution through a systematic approach, based on its' clients goals and dreams.

Andy knows a strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is Andy's goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

Andy has established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, Andy and his team work together to assess your total financial planning needs. They will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

Assets Under Management:

$25 million

CRD Number:


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    Investing, ETFs, Mutual Funds
What advantages do exchange-traded funds have over mutual funds?
50% of people found this answer helpful

The trade based on Intra Day pricing instead of market close. Most times have lower operating expenses and do not have loads. Generally they are more tax efficient. 

September 2017
    Stocks, Taxes
When I sell stock that is in an IRA account, am I taxed when the stock is sold or when I receive the proceeds?
0% of people found this answer helpful
September 2017