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History

The entrepreneurial spirit of today’s independent wealth and risk advisor is reminiscent of the trailblazers of the Wild 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 and Heath Bowen, two individuals who understand this mindset. With extensive backgrounds in financial services, it was their desire to create an environment in which advisors could remain completely independent as they continually enhanced their businesses and moved people closer to financial security.

Chris and Heath designed Allegis 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.


Leadership



Chris Miller – CEO, Co-Founder

Chris is one of the most knowledgeable, hard-working leaders in the industry. His technical strengths in the financial services industry have helped him navigate some of the most difficult times. He is a smart strategist who has been a leader in a number of major business functions.

Heath Bowen – CMO, Co-Founder

In both life and work Heath’s talent lies in seeing potential. He helps others envision their potential, set goals, and establish a plan to realize it. Whether managing a portfolio or consulting on business growth and strategy, he has a track record for helping others reach levels they couldn't have on their own.

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.

Our Values:

Integrity
How we achieve results is as important as the results themselves.

Relationships
We foster strong relationships with trustworthy advisors who have a track record of success.

Independence
We embrace your desire to be in business for yourself but not by yourself.

Collaboration
We surround you with a seasoned team of experts in every financial discipline.

Efficiency
We leverage resources to enhance productivity and ease of doing business.

Innovation
We create new ideas, platforms, and ways of doing business to provide value and help advisors succeed at the highest level.

Objectivity
We deliver unbiased advice, education, and access to a wide array of the industry’s best and most unique products and services.

Service
We contribute to the overall welfare of others by donating our time and resources to the causes that need our help.

Learning
We pursue knowledge and wisdom through education, experience, and association.