We are the visionaries and leaders in our industry, having one of the most experienced and competent workforce in wealth management and financial services.


Marc Bernstein
Portfolio Lending Group
Mr. Bernstein joined Allied Roth in 2006, prior to joining he worked in equity lending for Merrill Lynch.

Karen Nelson
Private Client Group
Ms. Nelson joined Allied Roth in 2006, prior to joining she worked for Dana Capital Group as a mortgage loan officer.


"We are responsible to our customers, employees, and the communities in which we do business."

Allied Roth is a leading international financial services organization providing a diverse range of wealth accumulation and protection products and services to individuals and corporate customers.

Formed in 1998, Allied Capital Management, Inc. and its partners today have operations in key markets worldwide, including the United States, the United Kingdom, Ireland, Hong Kong, Japan, India, Morocco, and China.



  • Rollover an IRA, 401k or 403b
  • Request a Life Insurance Quote
  • Request an Annuity Quote

Contact Us to find out how we can assist you with your financial planning needs.



We make the process of planning for retirement simple.


We give straightforward answers to your questions. Contact us today, and learn what we can do for you.