Allen Capital Group was built on a legacy of relationships, trust, and long-term thinking. Our story begins in 1975, when Eric Allen started his career as a financial planner with IDS. Over the next three decades, he developed deep client relationships grounded in integrity and thoughtful guidance.

In 2005, Eric partnered with his son, Mark, to establish Allen Capital Group. Together, they set out to build something enduring. From the start, Mark’s vision was clear: create an independent firm focused on relationships, not products. Today, Allen Capital Group is a Registered Investment Advisor committed to acting in our clients’ best interests at all times. As fiduciaries, we provide objective advice without ties to specific fund companies or product sales. Our independence allows us to focus entirely on delivering personalized, comprehensive solutions tailored to each client’s unique goals. We believe exceptional client service starts with an exceptional team. By investing in our people and fostering a culture of respect and accountability, we create an environment where our team can do their best work. That commitment shows up in every client interaction.

Our ability to attract and retain dedicated professionals has helped us build lasting relationships with both clients and employees. Trust is earned through genuine care, and that principle guides everything we do.

At our core, we are a relationship-driven firm. We measure success by the impact we have on the lives of the individuals and families we serve. That is our purpose and our advantage.