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FREEDOM & INDEPENDENCE Surprises SIMPLIFYING THE COMPLEX TRUST AND EXPERIENCE MATTERS

How We Do Business

Driven solely by our client’s success, our focus is to create comprehensive and effective wealth management strategies, personalized to the unique financial needs of each client..

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What We Can Offer You

We pride ourselves on being free from ties to banks, Wall Street brokerage houses or proprietary products producers.

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Our Professionals

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Welcome to Allen Financial Wealth Management

Driven solely by our client’s success, our focus is to create comprehensive and effective wealth management strategies, personalized to the unique financial needs of each client. We pride ourselves on being free from ties to banks, Wall Street brokerage houses or proprietary products producers.

Timothy M. Weiner, ChFC is an independent professional of Allen Financial Wealth Management. Tim delivers unbiased financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. Tim offers the benefit of his experience, education, and professional training to help you work towards your personal financial goals.

Timothy M. Weiner, ChFC has more than 20 years experience in the investment business and is the founders of Allen Financial Wealth Management. Tim has served clients through good markets and bad, through economic booms and recessions.

Integrity is the cornerstone of Tim’s approach to financial planning. He seeks to put clients first in all aspects of his business. That approach begins at your first meeting, where he will get to know you, your investment goals, preferences, and your attitudes towards risk.

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Helping Client Invest In Their Financial Dreams

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Allen Financial Wealth Management, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.

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Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

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