Isaac Allen (CFP®, MBA)

Isaac Allen focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

If you are like most people, you worry about your financial future.  Here is how I can help: 

·        Hourly based financial planning:  Comprehensive personalized plans that include cash flow/budgeting, retirement tax analysis, insurance analysis, investments, college funding, estate planning and more.  We can work with you every step of the way.

·        Fee-only financial advice. We sell no products and receive no commissions. 

·        A holistic approach to your goals. 

·        Ongoing Communication and Advice to second opinions.  We offer a wide array of packages to address your particular needs.

·        I work with engineers, programmers, physicians, business owners, and people with stock options.

Additional Information

When he is not spending time with his family, Isaac interests include fly fishing, root for Wolfpack football (Go Pack!) and touring on his motorcycle.  Along with his wife Angela, Isaac enjoys attending community and cultural events across the great state of North Carolina.

NAPFA Start Date

July 06, 2016


This Office

2530 Meridian Pkwy Ste 300 Durham, NC 27713-5273 Phone: (919) 627-1567

Other Offices

4200 Morganton Rd Ste 200 Fayetteville, NC 28314-1564 Phone: (910) 867-8464