Michael Allen, CFP®, serves as Financial Advisor and Senior Client Manager at The Stanley Laman Group, which he joined in 2016. Michael serves as the primary relationship manager for many of the firm's largest and most complex client relationships, acting as the central point of contact and coordination across the firm's investment, legal, and tax planning teams.
Michael's responsibilities include developing comprehensive financial profiles for clients with complex wealth structures, ensuring the firm's advisors understand the complete scope of each client's assets, business interests, family structures, and planning objectives. This comprehensive analysis enables the firm to deliver integrated recommendations specific to each family's circumstances. Michael excels at translating technical investment strategies and complex estate planning concepts into clear, accessible language, ensuring clients understand both the mechanics and implications of their wealth management decisions.
His role bridges client communication and internal coordination, facilitating seamless collaboration between portfolio managers, estate attorneys, and tax specialists. Michael's ability to synthesize information across multiple disciplines and articulate sophisticated planning strategies makes him an invaluable resource for families navigating the complexity of substantial wealth.
Michael earned his Bachelor of Science in Economics from Temple University's Fox School of Business, graduating with Latin honors. During his time at Temple, he was active in Alpha Epsilon Pi fraternity. Michael is a Certified Financial Planner™ professional.
SLG is an independent investment management and advisory firm serving ultra-high-net-worth individuals, families, and institutions.
