Allos is owned by the original members and owners of Searcy Financial Services, Inc. The parent firm, Searcy Financial Services was founded in 1976 and is a Fee-Only, fiduciary financial advisory firm, serving high net worth clients. In large part due to the firm’s successes and reputation in their community, Allos Investment Advisors^®, LLC was created to serve the demand for the institutional investment strategy offered to the clients of Searcy Financial Services, Inc.

For more information about Searcy Financial Services, Inc. please visit www.searcyfinancial.com.

Allos uses the same investment principles and access to the same exclusive institutional money managers used with the founding firm’s multi-million dollar clients, but is better suited to clients with $0-3 million in investable financial assets. Allos clients still enjoy the low fee, conflict-free fiduciary investment management services, but without the integrated wealth management solutions offered by its parent wealth management firm.

Our Allos+ service level affords clients who have basic planning questions the ability to get those answered without having to pay for complex/integrated planning they may not need or value.

CFP® –CERTIFIED FINANCIAL PLANNER™ 
AIF® –Accredited Investment Fiduciary®
AIFA® –Accredited Investment Fiduciary Analyst™
ChFC® –Chartered Financial Consultant®
CIMA® –Certified Investment Management Analyst®
CPFA® –Certified Plan Fiduciary Advisor®
C(k)P® –Certified 401(k) Professional
PPC™ –Professional Plan Consultant™
ChSNC® - Chartered Special Needs Consultant®
CLU –Charted Life Underwriter
EA –Enrolled Agent
GFS® –Global Financial Steward®

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.