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The Allen Financial Group, LLC (AFG) is a wealth management firm serving medical professionals, executives, and business owners, right here in the Miami Valley and beyond. For nearly a decade, AFG has successfully managed business and individual portfolios to maximize the investments and future wealth of clients.

Client Centered


AFG specializes in:

  • Executive benefits
  • Succession planning
  • Group benefits
  • Income protection, including life and disability insurance coverage
  • Student loan reduction and budget management for medical residents
  • Retirement income maximization and portfolio management
Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Still Unsure? We Can Help

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