Allied Wealth manages money for successful individuals, business owners and followers of Dave Ramsey. As an Allied Wealth client, you'll have access to a broad range of risk managed portfolios and programs that seek to minimize losses in down markets and maximize return in up markets. From conservative to aggressive, we can ensure there's a portfolio to match your specific risk tolerance and risk capacity.
Our independent advisors are held to a fiduciary standard. They are required by our core company values and our regulatory body to act in your best interest. This foundational principal guides our financial planning, investment advice and proposed solutions. We are a fee based firm. This means you will get complete, unbiased advice that's in alignment with your investment goals.
Our independent advisors are held to a fiduciary standard. They are required by our core company values and our regulatory body to act in your best interest. This foundational principal guides our financial planning, investment advice and proposed solutions. We are a fee based firm. This means you will get complete, unbiased advice that's in alignment with your investment goals.
Services
The Allied Wealth Mission is to help as many people as we can live the richest life possible with the resources they have to work with during their golden years. Our primary discipline is to help our clients capture more of the market return that studies have proven the average investor has missed out on for nearly 25 years.
I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others. I'm more than a "financial planner"-I'm someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.
We manage money for Successful Individuals, Business Owners, and followers of Dave Ramsey. The Allied Wealth team is comprised of experts seasoned in all aspects of the Exxon Mobil retirement benefits package.
This includes the Exxon Mobil Savings Plan, Pension Election Options, Restricted Stock Units disposition and tax strategies, and the benefits of Net Unrealized Appreciation (NUA) opportunities for Exxon Mobil stock held within your savings plan.We have been sharing our knowledge and expertise of the excellent retirement benefits package offered by Exxon Mobil since 2008.
This includes the Exxon Mobil Savings Plan, Pension Election Options, Restricted Stock Units disposition and tax strategies, and the benefits of Net Unrealized Appreciation (NUA) opportunities for Exxon Mobil stock held within your savings plan.We have been sharing our knowledge and expertise of the excellent retirement benefits package offered by Exxon Mobil since 2008.
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision making process. After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.
Reviews (10)
Brian White
Feb 01, 2022
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I was seriously considering new representation for financial advisors. I met with Matt and Justin over the course of several weeks. I thought the plan could possibly meet my needs. As I was nearing the point of making a decision, they abruptly decided to cancel. I asked about why it was not a good fit. Matt said it was due to the positions in my account, the very advice I was seeking. I do thank them for helping me to make up my mind, but I could not recommend them to anyone. I advise you to look elsewhere.
Robert Janowiak
Dec 04, 2021
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In 2015 my self managed retirement funds looked like they might survive long enough to support my young wife to end of life. But with Ryan's advice and our experience with Matt, April and the Allied Wealth staff, I am far more confident of our future financial outlook.
Here is my vote of confidence... by the end of 2021, I will have engaged A/W to manage four retirement-saving annuities and eight brokerage/IRA accounts for us and our children. What more can I say?
Here is my vote of confidence... by the end of 2021, I will have engaged A/W to manage four retirement-saving annuities and eight brokerage/IRA accounts for us and our children. What more can I say?
Linda Park
Sep 03, 2021
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My retirement funds have been with Allied Wealth for several years. Peter Lott met with me three times, explained everything fully and answered all my questions before I decided to go with the company. I have never been pressured. At all. He is patient and quick to return my calls when I have a question. I especially appreciate the Zoom calls Ryan has keeping us updated on the market. I highly recommend Allied Wealth.
George Willis
Aug 28, 2021
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We've been happy layman investors that have trusted Allied Wealth with our retirement since 2017. We have been vetting several investment advisors prior to selecting Ryan Wheless primarily for his knowledge in the financial and investment industries. We had three goals that he and his firm has completed for us:
1. Stress-free retirement
2. Begin drawing retirement income
3. Downsize home and move to Hill Country
We are living proof that Allied Wealth staff are genuinely concerned with their clients success as they know if we are successful, so are they.
1. Stress-free retirement
2. Begin drawing retirement income
3. Downsize home and move to Hill Country
We are living proof that Allied Wealth staff are genuinely concerned with their clients success as they know if we are successful, so are they.
Lee Ann Mcguinn
Aug 25, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have really enjoyed my association with Allied Wealth. They have helped direct my investments for my retirement. All my dealings have been conducted in a highly professional and timely manner. I would not hesitate and have already recommended the firm to my friends.
I have really enjoyed my association with Allied Wealth. They have helped direct my investments for my retirement. All my dealings have been conducted in a highly professional and timely manner. I would not hesitate and have already recommended the firm to my friends.
Tlw
Aug 23, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Ryan Wheless, Matt Stevenson and the entire Allied Wealth Team are simply awesome. We first saw Ryan on Great Day Houston with Deborah Duncan. Knew we had to meet in person. Both Matt and Ryan are extremely knowledgeable and professional. They watch over any investments like you were family..
Ryan Wheless, Matt Stevenson and the entire Allied Wealth Team are simply awesome. We first saw Ryan on Great Day Houston with Deborah Duncan. Knew we had to meet in person. Both Matt and Ryan are extremely knowledgeable and professional. They watch over any investments like you were family..
Kay Brown
Aug 22, 2021
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We attended several free dinner/seminars before we met Ryan with Allied Wealth. We were very impressed by his outgoing personality, positive attitude, and his knowledge of the financial world. We scheduled a one on one meeting with him, and have been very pleased with the choice we made to let Allied Wealth handle our financial needs. Ryan and his staff communicate well with us, and any time we have a question or concern, they are always quick to respond. We have been with Allied Wealth since 2015.
Rod
Jul 23, 2021
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We have been with Allied Wealth a little more than 13 months and as a conservative retired couple we are super satisfied. We live in north Texas, almost Oklahoma and Ryan with Peter flew up to meet us before we signed on. There company presentations and offerings for our goals allowed us to reach an agreement on the services most fitting for our future.
The investment path chosen has far exceeded the returns my previous financial planner in a comparative very short time.
The investment path chosen has far exceeded the returns my previous financial planner in a comparative very short time.
Scott Muston
Jul 19, 2021
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I retired in 2017 and met with four different advisory companies. After two months my wife and I decided to go with Allied Wealth and we’ve never once had a reason not to be happy. Before deciding we met with Peter Lott and he has been great. Things have gone so well that we’ve moved more of our retirement funds into funds recommended by them and we’re very happy. If I have questions I get clear and direct answers quickly. Don’t miss the chance to talk to them!
Sandra Luerssen
Jul 13, 2021
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I was nervous about turning my funds over to someone else. It is a difficult decision to make. But going with Allied Wealth was a great decision. My advisor is patient -- and he needs patience when dealing with me. He is knowledgeable. I've yet to find a question he can't answer. Probably most important, I am getting better returns than I did on my own as they have the ability to watch the market and economy on a day by day basis. I highly recommend Allied Wealth.
