A Different Kind of Financial Firm
Our Story
Financial advice isn’t just for the ultra-wealthy. At Allos, we believe everyone deserves thoughtful, trustworthy guidance without complicated requirements or pressure to commit to more than you need.
We started Allos to offer a different kind of financial support: one that meets you where you are, adapts as life changes, and helps you move forward on your terms.
You may simply need help managing your investments, and if that’s the case, we’ve got you covered. But if life calls for more comprehensive support, we’re here for that too. You might be saving for a down payment on your first home, managing your finances on your own after a divorce or the loss of a partner, or thinking about how to build a lasting legacy for the next generation. Whatever your path, our advice is designed to reflect your values and evolve with you.
A Legacy of Trust and Transparency
Allos Investment Advisors® was founded by the original owners of Searcy Financial Services, a fiduciary firm serving high-net-worth clients since 1976. Built on the same investment philosophy and commitment to ethical service, Allos was created to make trusted financial advice more widely accessible.
By offering institutional investment strategies with no asset minimums and a transparent, client-first approach, we bring the same level of care and expertise to individuals and families navigating real-life financial decisions.
Want to learn more about our parent firm? Visit www.searcyfinancial.com
Mission
To make financial advice feel approachable by offering flexible planning and investment support that meets you where you are and grows with you through all of life’s stages.
Vision
To break down barriers to financial freedom by making advice simple, inclusive, and built for real life—so more people can make confident decisions, take control of their money, and build a better future. As we grow with our clients, we’re redefining what financial planning and investment management can look like for the next generation.
The Allos Difference
Accessibility
Accessibility
We make financial guidance approachable by eliminating confusing language, high minimums, and unnecessary barriers. Everyone deserves clear advice.
Expertise & Fiduciary Responsibility
Expertise & Fiduciary Responsibility
We put clients first, free from conflicts of interest. Our team brings decades of experience and deep industry knowledge, offering guidance rooted in research, care, and professionalism.
Innovation
Innovation
We embrace modern tools and fresh thinking to serve clients more effectively, while keeping our focus on what works in the real world.
Transparency
Transparency
We believe you should always understand what you’re paying for and why. Our process is open, honest, and easy to follow.
Connection & Compassion
Connection & Compassion
Getting to know you is our priority. By building real relationships, we tailor every decision to fit your life and goals because we recognize money decisions are deeply personal and we guide with empathy.
Education & Empowerment
Education & Empowerment
We aim to help you feel confident and in control of your financial life by offering education, perspective, and ongoing support to make informed decisions.
Credentials & Accolades
At Allos, we hold ourselves to the highest standards, because your future deserves nothing less.
Our team brings a wide range of credentials that reflect our dedication to excellence, including certifications in investment strategy, retirement planning, wealth management, and more.
We’re proud to be a fee-only fiduciary firm, which means we don’t accept commissions and are legally and ethically committed to acting in your best interest.
Trusted by Clients. Recognized by the Industry.
- Multiple team members recognized in industry publications for leadership and innovation
- Over 100 years of combined experience with guiding clients through major financial decisions
- Ongoing commitment to continuing education across the entire team
- We don’t just offer advice, we bring deep expertise to every conversation.
In the Community
We believe good financial stewardship includes giving back.
Our team is proud to serve not only our clients but also our community.
Allos regularly supports local nonprofits and participates in financial literacy programs to help more people gain the knowledge and tools they need to thrive. From volunteering at local schools to sponsoring community events, we’re passionate about making a positive impact in the place we call home.
Because building a stronger future means investing in others, too.
Let’s Talk About What Growth Looks Like for You
No pressure, no jargon.
Just real advice, from a team that puts your goals first.
