A complete list of active advisors currently associated with G.B. Allen Associates, Inc.

Warmer can help you find a great advisor at G.B. Allen Associates, Inc. or one who fits your needs even better.

The firm provides fee‑only, discretionary investment management to individuals, trusts, estates and business entities, serving both high‑net‑worth and non‑HNW clients. It manages roughly $61 million across a small client base and tailors portfolios to each client’s objectives while allowing clients to request investment restrictions. Portfolios are primarily allocated among individual securities and are constructed using a mix of fundamental and technical analysis, with customized asset‑allocation decisions across stocks, bonds, money‑market instruments and alternatives. The adviser typically recommends qualified custodians for execution and custody but will accept client‑directed brokerage arrangements and conducts ongoing account reviews. Distinctively, the firm’s principals also operate an affiliated CPA/accounting practice that provides tax consulting, preparation and accounting services to advisory clients under separate contractual arrangements, a relationship that is uncommon among peers. The firm’s small adviser team and principal‑led supervision support regular, hands‑on oversight and are governed by a formal code of ethics and personal‑trading policies.

To learn more about the advisors currently working at G.B. Allen Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.