Allen & Company, Florida's oldest investment firm, was founded in 1932 and has built a legacy of personalized financial guidance spanning generations. From its modest beginnings in Lakeland to expanding across Central Florida, the firm emphasizes relationship-driven service and prudent wealth management. Strategic growth has included establishing multiple offices, with nearly 70 associates now serving clients.
Allen & Company prioritizes its clients’ interests and invests in its employees, reflected in its 2012 creation of an employee stock ownership plan (ESOP). Its mission is to be the premier provider of financial management services, fostering wealth growth and transfer while enhancing community life.
Allen Company is a subsidiary of Allen Holding.
