Steve Wilbur

Managing Director, Senior Wealth Advisor @Allen Capital Group

Allen Capital Group is a Wealth Management Firm offering clients unbiased portfolio management, estate planning, tax planning and preparation, and risk management services. Our team of experienced financial service professionals is dedicated to the highest level of service for our clients. We believe that our brand is only as good as our employees, which is why we take great pride in them. Our team holds 9 professional designations including three CFP®’s, two CPA’s, a CFA Charter holder, a PFS, a ChFC, and a CLU. As an Independent Registered Investment Advisor (RIA), we work only for our clients. Client service is our specialty, and we take pride in being free of conflict and upholding our fiduciary duty.