Our Story


Florida’s Oldest Investment Firm

Allen & Company’s longstanding heritage of personalized customer service spans more than 85 years. From our humble beginnings in J. Everett Allen’s windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family’s have trusted Florida’s oldest investment firm to grow their wealth and help secure their financial future.

If We’re Not Growing, We’re Moving Backwards

When Ralph Allen joined his father’s firm in 1963, Allen & Company had four financial advisors. Today we have grown to nearly 70 associates in three offices across Central Florida, and we are on pace to have doubled in size over the past 15 years.

Allen & Company expanded to eastern Polk County in 1968 with the establishment of our Winter Haven office. In 1987, our flagship office in Lakeland moved after 50 years in the same downtown location to its current residence, the Allen Building, on South Florida Avenue. With a growing need for advisors across Central Florida, we opened an office in Viera in 2012.

Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. While our client-focused personal service sets us apart, the firm consistently invests in our associates. In fact, Allen & Company created an ESOP in 2012 to give our employees an ownership interest in the firm. We know that when we invest in our associates, everyone benefits.

A Corporate Family

Decades later, our values remain the same. The firm’s hallmark has always been the client’s interest above all else, and the sound principals established by J. Everett Allen is the stability that ensures years of continued service.

Vision & Mission

At Allen & Company, it is our vision to be the primary Financial Advisor to individuals and businesses within the communities we serve.

It is our mission to be the premier provider of superior financial management services to our clients, guiding them to grow and protect their wealth and plan for its prudent transfer. We always place our clients’ interests first. We strive to be the best place to work, and we enhance the quality of life in our communities.

Core Values

Our core values serve as behavioral anchors, informing and guiding our actions and decisions. As an Allen & Company employee, client, supplier, or competitor, when you interact with us, you will see, hear, and experience clean and pervasive evidence that we:

Treat One Another with Dignity and Respect in concert with our belief that mutual trust and confidence will drive pride and performance.

Strive to Find a Better Way regardless of how proud we are of what we do and how we do it. We never settle for status quo and we hold one another accountable for continuous improvement in performance.

Maintain the Highest Levels of Integrity, understanding that our decisions and actions are driven, first and foremost, by our uncompromising commitment to do the right thing.

Make a Profound and Positive Difference in the lives of our employees, clients, and communities that we serve.


At Allen & Company, we are proud to support the communities in which we live and work. Our associates have a diverse collection of interests reflected in the variety of community projects we are involved in throughout the year.  The level of passion with which we engage is consistent and supportive of one of our four core values; to make a profound and positive difference.  We know that investing in our communities today means a better tomorrow for everyone. Learn More