In his 27 years as a financial advisor, Brian Allen has relied on a seemingly simple process to meet his clients’ needs: understand their situations, tailor a plan to match their objectives, and follow through with an uncommon level of execution.

For Brian, this starts with listening – understanding his clients’ goals and situations, and the small things that can make all the difference. He is detail-oriented and well-organized, and as a result, he is able to provide his clients personalized service that provides value at each step along the way.

In his practice, Brian focuses on helping individuals and families pursue their financial goals, including retirement planning and investment portfolio management.

Brian is an Ohio native, originally from Massillon. His interest in capital markets as a young man led him to earn his Bachelor of Science in finance from The Ohio State University and into his successful career helping people navigate and benefit from the complexities and nuances of the financial system.

Brian’s practice and years of success through the ever-changing market are testaments to his commitment to putting his clients’ needs first. He affiliated his practice with Raymond James in 2021, attracted to the firm’s values and dedication to service that align with his own.

Brian is an active member of his community, lending his time and expertise to important local organizations. Since 2013, he has been a board member of Goodwill of Erie, Huron, Ottawa and Sandusky Counties; a trustee of the Sandusky Yacht Club; and a Finance Committee member for the City of Sandusky.

He has also been a volunteer youth soccer and basketball coach.

He and his wife, Kristin, have five children. Together they enjoy time outdoors on the lake, exploring what the world has to offer and skiing.