The entrepreneurial spirit of today’s independent wealth and risk advisor is reminiscent of the trailblazers of the West, who were in search of the freedom to set their own path for advancement.
Allegis Advisor Group was founded in 2009 by Chris Miller, an individual who understands this mindset. With an extensive background in financial services, his desire was to create an environment in which advisors could remain completely independent as they continually enhanced their businesses and moved people closer to financial security.
Allegis was designed to be a one-stop-shop for the independent advisor, offering all of the financial services needed to deliver value to clients. Through Allegis, advisors are able to take advantage of a have-it-your-way platform, practice management tools, unbiased advice, a seasoned team of experts in every financial discipline, coaching, and a product portfolio representing a multitude of institutions.
Allegis has since grown to be the premier behind-the-scenes partner in supporting independent advisors as they navigate the financial frontier.
Mission & Values
Our mission is to help focused wealth and risk advisors educate and inspire people to take action; building financial strength and protecting the futures of families or businesses.
How we achieve results is as important as the results themselves.
We foster strong relationships with trustworthy advisors who have a track record of success.
We embrace your desire to be in business for yourself but not by yourself.
We surround you with a seasoned team of experts in every financial discipline.
We leverage resources to enhance productivity and ease of doing business.
We create new ideas, platforms, and ways of doing business to provide value and help advisors succeed at the highest level.
We deliver unbiased advice, education, and access to a wide array of the industry’s best and most unique products and services.
We contribute to the overall welfare of others by donating our time and resources to the causes that need our help.
We pursue knowledge and wisdom through education, experience, and association.
Lunch is on us!
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