Franklin, TN
Allen Buckley
Hi, I’m Allen Buckley. I work with individuals and families to bring clarity to complex financial decisions by aligning investment strategy with thoughtful planning. With over 20 years of experience, I focus on getting to know each client personally so we can organize their financial life and move forward with clear direction.
Allen
’s team
Savvy Investment Team
Sara Lopez
Sara Lopez brings over 15 years of invaluable experience in the financial industry to her role as Relationship Manager at Paragon’s Modesto office, with her most recent four years spent at Goldman Sachs. With a background that began as a Teller and Personal Banker and evolved into a Sales and Service Manager at Goldman Sachs, Sara deeply understands client needs and financial processes.
In her current position, Sara plays a pivotal role in establishing and nurturing new client relationships. She guides clients seamlessly through the onboarding process, ensuring all necessary paperwork is completed while serving as a trusted resource for any inquiries.
Outside of her professional endeavors, Sara has proudly called Modesto home for the past decade, sharing her life with her partner of five years, Jon, and his two wonderful children. She’s an avid traveler, enjoys visits to Disneyland, and possesses a passion for culinary pursuits. During her leisure time, you’ll often find her engrossed in a good book, indulging in movies and TV shows, or hosting gatherings with friends and family.
Cole Ferguson
Cole is a Senior at Barrett, The Honors College at Arizona State University, where he studies Finance and Financial Planning. He currently serves as President of the Financial Management Association at ASU. Now in his second summer interning with Paragon PWM, Cole has developed a passion for building comprehensive financial plans and collaborating with advisors during client meetings where those plans come to life. Outside the office, Cole enjoys spending time with friends and family outdoors and catching a good sports game.
The best way to help someone achieve their financial goals is to understand them as a person, not treat them as a number. When I know what matters to you, what keeps you up at night, what you're working toward, the planning gets better. That's the part I enjoy most.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Get to know
Allen
Allen Buckley has over two decades of experience in finance serving the unique needs of high net-worth and ultra high net-worth families. As a Certified Financial Planner™, he specializes in helping clients achieve their financial goals, tailored to their individual circumstances and aspirations.
As a former Vice President in personal financial management at one of the world’s leading investment banks, Allen gained invaluable insights into managing wealth for discerning clients. During his tenure at Goldman Sachs, Allen worked with individual clients and families, helped them navigate complex financial landscapes and tailored financial solutions to their specific needs.
Beyond his professional pursuits, Allen finds joy in his family life alongside his wife, Crystal, and their children, Ella, Ava, and Luke. Together, they call Thompson’s Station, TN home and enjoy boating and various outdoor activities. His dedication to family, clients and his community define his career as a trusted advisor.
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How did you become a financial advisor?
I studied Economics in college, so the interest in investment management was always there. After graduating, I started my own firm and quickly realized that the best way to help families achieve their financial goals is as a fiduciary advisor. That principle has shaped how the firm has been built from day one.
What types of clients do you work with?
We work with professionals, executives, and business owners in the Franklin, Brentwood, and Nashville area who want their investment management and tax planning working together, not in separate silos. Most of our clients have anywhere from $2 million or more in investable assets and are either approaching retirement or recently retired. What they have in common is a desire for one trusted team who knows their complete financial picture, not just their portfolio.
What areas of expertise do you have?
I've spent over 20 years in finance, including time at Goldman Sachs as a Vice President working with retail investors. I hold the CFP® designation, which means every recommendation I make is held to the highest fiduciary and planning standards. As for what we do best at Paragon, it really comes down to getting your investments and your taxes on the same page. I manage portfolios using individual stocks and bonds so you have full transparency and tax control, and I actively harvest tax losses throughout the year. Paragon also handles tax preparation and planning through our integrated tax practice, Paragon Tax, so nothing falls through the cracks between your investment strategy and your tax return. I build retirement income plans around the details that matter, like Roth conversion timing and Social Security optimization. Paragon also works with a number of business owners who are navigating growth, a transition, or an eventual sale. The common thread is simple: your investments and your taxes should be managed by the same team.
What kinds of strategies do you help clients with?
At Paragon, the strategies I focus on most are the ones where your investments and your taxes need to work together, things like active tax-loss harvesting, Roth conversion timing, retirement income planning, and helping business owners navigate liquidity events like a sale or merger. I build portfolios with individual stocks and bonds so we have the control to execute those strategies with precision. And because we handle tax preparation through Paragon Tax, every strategy we build actually shows up on your tax return.
What is your favorite part of working with clients?
My favorite part is getting to know the families I work with on a personal level. That's actually why we limit the number of clients we take on at Paragon. The best way to help someone achieve their financial goals is to understand them as a person, not treat them as a number. When I know what matters to you, what keeps you up at night, what you're working toward, the planning gets better. That's the part I enjoy most.
What is it like partnering with Savvy?
Savvy is the perfect balance of technology and human touch. Their platform handles the operational side of running a firm, which allows me to focus on the most important part of my business: the families we work with. The better my back office runs, the more time I get to spend doing what I actually love, which is sitting across the table from clients and helping them build a plan they feel confident in.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.