Allos Investment Advisors

Allos Investment Advisors Allos’ portfolios are constructed from exchange-traded funds and mutual funds. Investment decisions are made strictly with our clients’ best interests in mind.

We help make financial advice feel approachable by offering flexible planning and investment support that meets you where you are and grows with you through all of life’s stages. Allos Investment Management: Serving as a fiduciary and deriving compensation on a fee-only basis, Allos Investment Advisors®, LLC provides actively managed investment portfolios suited to your unique needs as an investor

. We typically utilize institutional shares of mutual funds that might not otherwise be available to retail investors without meeting very high minimum investment requirements. Allos Financial Planning: Allos+ is a subscription service that gives you access to a financial advisor who can help you answer some of the most common financial planning questions by:
-Identifying Your Financial Goals
-Assisting With Budgeting And Cash Flow Planning
-Planning For Retirement Income
-Planning For Education Expenses

Some people match the company culture. Others match the company wardrobe. We'd say our summer intern, Tano, fit in prett...
09/03/2026

Some people match the company culture. Others match the company wardrobe.

We'd say our summer intern, Tano, fit in pretty well!

Some places stay with you long after the trip ends.Utah national parks have a way of doing that. The canyon walls, the h...
08/31/2026

Some places stay with you long after the trip ends.

Utah national parks have a way of doing that. The canyon walls, the hoodoos of Bryce Canyon, the bright blue water of Bear Lake, Utah (seriously, it almost doesn't look real). It's hard to describe until you've seen it.

Our own Tanner Manning grew up here and still calls Utah home. He put together a local's guide to the spots worth visiting, the best hikes in Utah, and the restaurants you won't want to miss.

Learn more about Tanner's favorites, check out: https://searcyfinancial.com/blog/utah-idaho-national-parks-guide

At Allos, we believe financial planning is about more than numbers. It's about the people behind them.We're excited to i...
08/19/2026

At Allos, we believe financial planning is about more than numbers. It's about the people behind them.

We're excited to introduce Matthew Ray, our Client Service Associate.

Matthew believes great service starts with listening well and following through. His goal is to help every client feel prepared, supported, and confident throughout their financial planning journey.

Outside of work, Matthew enjoys spending time with his wife, staying active through pickleball and volleyball, traveling, and continually learning new skills. His passion for serving others extends beyond the office through teaching, mentoring, and giving back to his community.

We're grateful to have someone who leads with both professionalism and genuine care. Please join us in welcoming Matthew to the Allos family!

Visit our website to learn more about Matthew and the team that's committed to helping you move forward with confidence: https://allosadvisors.com/meet-the-team/matthew-ray/

Financial planning is about more than just numbers. This category covers topics like goal setting, retirement preparatio...
08/13/2026

Financial planning is about more than just numbers. This category covers topics like goal setting, retirement preparation, cash flow, and long-term decision-making to help you better understand the different pieces of your financial life and how they connect.

https://allosadvisors.com/category/financial-planning/

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Please join us in congratulating Tanner on becoming a CFP® professional!Earning the CFP® certification is a significant ...
08/05/2026

Please join us in congratulating Tanner on becoming a CFP® professional!

Earning the CFP® certification is a significant professional achievement that reflects years of education, experience, and dedication to serving clients with excellence.

We're incredibly proud of Tanner and grateful for the knowledge, care, and integrity he brings to our team every day.

Congratulations, Tanner!

One of the biggest misconceptions about financial planning is that it's only valuable once you've accumulated significan...
07/30/2026

One of the biggest misconceptions about financial planning is that it's only valuable once you've accumulated significant wealth. In reality, many of the most impactful financial decisions happen much earlier.

Starting a new career.
Buying your first home.
Growing your family.
Saving for retirement.

Planning during these milestones can help create confidence long before you've reached your financial goals.

Financial advice shouldn't feel out of reach. It should help people make informed decisions at every stage of life.

Because building wealth doesn't begin when you've "made it." It begins when you make a plan.

If this feels like your season of life, we'd love to be part of your journey. Whether you're just getting started or looking for a little more clarity, we're here when you're ready.

Financial planning isn't just about preparing for the future. It's about creating the freedom to enjoy the moments that ...
07/28/2026

Financial planning isn't just about preparing for the future. It's about creating the freedom to enjoy the moments that make life meaningful along the way.

This summer, Daniel spent time with family, explored the outdoors, went camping with friends, and made memories doing the things he loves.

Those experiences are a great reminder that while saving, investing, and planning are important, they're all meant to support something bigger: the people, places, and moments that matter most.

Because at the end of the day, financial planning isn't just about money. It's about making room for more moments like these.

At Allos, we believe that making a difference goes beyond financial planning.It's about investing in the people and comm...
07/21/2026

At Allos, we believe that making a difference goes beyond financial planning.

It's about investing in the people and communities around us.

Since 2019, Marc Shaffer has served on the Board of Growing Futures Early Education Center, supporting its mission to provide high-quality early childhood education and resources for children and families. On July 1, he also began serving as Board President, continuing his commitment to helping the organization grow and expand its impact.

That dedication was recently recognized through the 2026 Invest in Others Emerging Impact Awards, where Marc was named an Honorable Mention recipient. As part of the recognition, Growing Futures will receive a $2,000 grant from the Invest in Others Charitable Foundation to further its mission.

While we're excited to celebrate this recognition, we're even more grateful for the work Growing Futures does every day and for leaders like Marc who choose to invest their time, talents, and hearts in the communities they serve.

Please join us in congratulating Marc and celebrating the incredible impact Growing Futures continues to make.

Behind every financial plan is a trusted relationship, and we're excited to introduce one of the people helping make tha...
07/17/2026

Behind every financial plan is a trusted relationship, and we're excited to introduce one of the people helping make that possible.

Meet Daniel Rubio, our Financial Planning Associate.

Daniel believes that while life doesn't always go according to plan, we can always choose how we move forward. His passion is helping individuals and families make thoughtful financial decisions that reflect their values, strengthen relationships, and create opportunities for the people and causes they care about most.

Outside the office, Daniel enjoys spending time with family and friends, serving in his community, and taking every opportunity he can to be outdoors. Whether it's camping, fishing, mountain biking, or woodworking, he values the balance that comes from investing time in the people and experiences that matter most.

We're proud to have Daniel as part of the Allos team and look forward to the impact he'll continue to make for our clients.

Want to get to know Daniel better? Visit our website to learn more about his background and the team that's here to help you move forward with confidence.

https://allosadvisors.com/meet-the-team/daniel-rubio/

College is one of the biggest investments many families will make, but planning for it doesn't have to feel overwhelming...
07/14/2026

College is one of the biggest investments many families will make, but planning for it doesn't have to feel overwhelming.

Whether you're just starting to save, exploring borrowing options, or thinking ahead to student loan repayment, having a plan can help you make confident decisions without losing sight of your other financial goals.

The good news? You don't have to have it all figured out before you get started. Small, intentional steps today can make a big difference tomorrow.

Our latest article shares practical strategies to help you navigate college planning with more confidence and less stress.

🔗 https://allosadvisors.com/category/college-planning-student-loans/

If college planning has been on your mind, we're here to help you create a plan that works for your family and your future.

Address

12980 Foster Street, Ste 160
Overland Park, KS
66213

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19139487788

Website

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