Family Financial Planning
Unified plan, every decision
Fiduciary-minded guidance
View of your finances
Relationships, not transactions
Our Philosophy
You’ve done well financially, but it doesn’t always feel like your money is working together. Investments, retirement, and everyday decisions can feel disconnected — making it hard to see the bigger picture.
We start with you
Your life, your family, and what you're truly working toward — before a single number.
We build one plan
A complete Family Financial Plan that brings every decision into alignment.
We do what's right
Advice driven by your best interest — never by what's good for the advisor.
The Allegia Belief
— Darren Colananni, Founder
What We Do
One written strategy that unites investments, retirement, taxes, and goals — everything, working together.
Build dependable, tax-aware income designed to last — so you can step into retirement with confidence.
Coordinate investments and income to reduce what you owe — and keep more of what you've earned.
Pass on more than wealth. Structure your estate so your values and your assets reach the next generation.
Transfer wealth with intention. Minimize friction and tax drag so heirs receive what you intend.
Fund education the tax-smart way, balancing tuition goals with the rest of your family's financial picture.
Working With Allegia
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Founder & Wealth Advisor
Meet Your Advisor
CFP®
ChFC®
CIMA®
CPWA®
Let's Connect
It all starts with a conversation. We’ll discuss what’s working, what may be missing, and what needs to happen to build the future you’ve envisioned for your family.