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Allied CPAs | Allied Financial Services's Overview

Total employees59
HeadquartersAtlanta
Founded2009

Allied Financial Partners is a comprehensive financial planning and wealth management firm dedicated to assisting individuals, families, and businesses in achieving their long-term financial objectives. They provide a broad spectrum of services, including retirement planning, investment management, estate planning, insurance solutions, and business financial services. With a client-centric philosophy, their team of seasoned advisors delivers personalized strategies and guidance meticulously tailored to each client's unique circumstances and aspirations. Allied Financial Partners is committed to fostering enduring relationships built on trust, integrity, and a profound understanding of their clients' financial needs and goals.

Where is Allied CPAs | Allied Financial Services's Headquarters?

HQ Function

Serves as the primary operational hub, overseeing client services, strategic development, compliance, and support for its network of financial advisors.

Notable Features:

Situated in the Glenlake Office Park, the headquarters offers modern, professional office facilities designed for client consultations, collaborative advisor work, and administrative functions.

Work Culture:

The headquarters fosters a client-focused, collaborative, and ethical work environment. Emphasis is placed on professionalism, continuous learning for advisors, and providing high-quality, personalized financial guidance.

HQ Significance:

The Atlanta headquarters is crucial for coordinating the firm's activities, managing its growth, and serving as a central point of contact for clients and partners in the Southeast and nationally.

Values Reflected in HQ: The professional, accessible, and well-maintained headquarters reflects the firm's commitment to client service, stability, trustworthiness, and excellence in financial advisory.

Location:

Allied Financial Partners primarily operates and serves clients within the United States. Through its affiliation with Cetera Advisor Networks LLC, a part of Cetera Financial Group, the firm can provide clients with access to global investment products and resources. While their direct office presence is U.S.-based, they can support clients with international financial interests or those living abroad by leveraging the broader capabilities and global market insights of their network.

Street Address:

10 Glenlake Parkway, Suite 140

City:

Atlanta

State/Province:

GA

Country:

USA

Allied CPAs | Allied Financial Services's Global Presence

Alpharetta, GA, USA

Address: 11175 Cicero Drive, Suite 100, Alpharetta, GA 30022

Serves the affluent and growing suburban communities north of Atlanta, offering convenient local access to expert financial guidance and investment management.

Buffalo, NY, USA

Address: 295 Main Street, Suite 210, Buffalo, NY 14203

Establishes a key presence in the Northeast, broadening the firm's client base and service capabilities, and supporting the financial needs of the Buffalo community.

Sarasota, FL, USA

Address: 1 N. Tuttle Ave, Suite A, Sarasota, FL 34237

Serves the significant retiree population and wealth management needs of Florida's Gulf Coast, providing tailored financial advice for wealth preservation and growth.

Buying Intent Signals for Allied CPAs | Allied Financial Services

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Allied CPAs | Allied Financial Services

As of April 2025, Allied CPAs | Allied Financial Services' leadership includes:

Joseph E. Salpietro, Jr. - President & CEO
Marc Shaffer - Chief Operating Officer
Travis Conway - Chief Financial Officer

Investors of Allied CPAs | Allied Financial Services

Allied CPAs | Allied Financial Services has been backed by several prominent investors over the years, including:

Operates as an independent firm within Cetera Advisor Networks LLC
Cetera Advisor Networks LLC is part of Cetera Financial Group
Cetera Financial Group is a portfolio company of Genstar Capital (Private Equity Firm)

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Based on publicly available information, there have been no major announced new hires or departures within the core executive leadership team (President/CEO, COO, CFO) of Allied Financial Partners in the last 12 months. This suggests stability in the top management. Advisor team expansions or internal promotions at other levels may occur as part of normal business operations but are not typically classified as high-level executive changes.

Technology (Tech Stack) used by Allied CPAs | Allied Financial Services

Discover the tools Allied CPAs | Allied Financial Services uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Allied CPAs | Allied Financial Services Email Formats and Examples

Allied Financial Partners typically utilizes a standardized email format for its employees, most commonly combining the employee's first name and last name separated by a period, followed by the company domain.

firstname.lastname@alliedfp.com

Format

jane.doe@alliedfp.com

Example

95%

Success rate

News and media

Allied Financial Partners BlogApril 24, 2024

Allied Financial Partners Guides on Roth vs. Traditional IRA Decisions

Allied Financial Partners published an article clarifying the distinctions between Roth and Traditional IRAs. The piece aims to help individuals select the optimal retirement savings plan by detailing tax benefits, contribution limits, and withdrawal regulations pertinent to each option....more

Forbes / SHOOK ResearchApril 4, 2024

Allied Financial Partners' CEO Joseph Salpietro Recognized on Forbes' Best-In-State Wealth Advisors List 2024

Joseph E. Salpietro, Jr., President & CEO of Allied Financial Partners, was named to the Forbes Best-In-State Wealth Advisors list for Georgia in 2024. This recognition, developed by SHOOK Research, underscores his dedication to delivering exceptional financial advice and wealth management services to his clients....more

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