Michael Allen
Michael Allen, AAMS® Principal

With more than 16 years of experience in financial planning and investment management, Michael Allen has the accumulated knowledge and perspective to help you with your financial goals. Michael understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and tolerance for risk. Michael will be with you to offer sound advice and customized financial strategies designed specifically for you.

Michael endeavors to create long-term, meaningful relationships with his clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Michael designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, he puts it into action and keeps the lines of communication about its performance open to seek out opportunities to adapt to life changes and new goals.

Michael began his career in financial services in 2005 and has been an independent financial advisor since 2016. A native of West Seattle, Washington, Michael attended the University of Washington for both undergraduate and graduate school. He now resides in Poulsbo with his wife, Kristen. Away from the office, Michael enjoys fishing and crabbing on the waters of Puget Sound, motorcycle riding, and has recently started oyster farming.