Allan Boomer, the founder and Chief Investment Officer of Momentum Advisors, has redefined what it means to be a leader in the world of finance. His journey from launching a one-man advisory firm to building a nationally respected wealth management company exemplifies the power of vision, resilience, and values-driven leadership. Today, Allan Boomer is recognized not just for his financial acumen, but for his unwavering dedication to integrity, client service, and social impact—principles that have guided the firm from its inception.
A Purpose-Driven Beginning
When Allan Boomer first set out to establish Momentum Advisors, he had a bold mission: to build an investment advisory firm that truly prioritized the client. Drawing from years of experience at financial giants like Goldman Sachs and Merrill Lynch, Boomer envisioned a firm that combined world-class financial strategies with a personalized, community-conscious approach. He believed that wealth management should go beyond just numbers—it should help people build futures, legacies, and financial freedom.
That belief shaped every early decision, from the types of clients he served to the foundational principles of the firm: transparency, trust, and long-term value.
Putting Clients First
At the heart of Allan Boomer leadership is a client-first philosophy that continues to define Momentum Advisors. He insisted from day one that clients should not be treated as just account balances, but as individuals with unique life circumstances, ambitions, and concerns. Whether navigating career transitions, planning for retirement, or building intergenerational wealth, Boomer made it his mission to understand each client deeply and design custom financial solutions to meet their specific needs.
This relationship-driven approach helped the firm develop lasting partnerships and created a reputation for excellence that attracted a loyal and diverse client base.
Building a Diverse, Expert Team
Understanding that scaling a values-based business required the right people, Allan Boomer focused on assembling a team that shared his passion for excellence and service. He handpicked financial planners, investment analysts, and support professionals who not only brought technical skill but also embodied the firm’s inclusive and collaborative culture.
Under Boomer’s guidance, this team has become the firm’s greatest asset—leveraging collective expertise to deliver well-rounded, holistic financial planning. Each team member contributes to a shared mission: empowering clients and making finance accessible, relatable, and actionable.
Embracing Innovation for a Modern Client Experience
Allan Boomer has always been forward-thinking when it comes to technology. He has led the integration of cutting-edge digital tools into the firm’s infrastructure, from portfolio analysis software to client engagement platforms. These technologies enhance decision-making, simplify processes, and foster more transparent, responsive relationships with clients.
Boomer’s embrace of technology isn’t about replacing the human element—it’s about enhancing it. Clients still benefit from personalized advice, now made even more powerful with real-time data and digital insights.
Leadership Through Uncertainty
Through economic cycles, regulatory changes, and global disruptions, Allan Boomer has remained a steady and strategic leader. His experience navigating complex market conditions has helped clients weather financial storms while identifying new opportunities for growth. His calm, analytical approach has not only preserved wealth but helped it grow, earning the trust of clients during both prosperous and challenging times.
A Commitment to Community and Equity
What truly sets Allan Boomer apart is his dedication to giving back. He has made social impact a core element of Momentum Advisors’ identity. From financial literacy programs and small business mentorship to scholarship initiatives and nonprofit partnerships, Boomer is committed to expanding economic opportunity for underserved communities.
He views wealth not only as a personal goal but as a tool for collective progress—and he leads by example.
Looking Ahead
As Allan Boomer continues to guide Momentum Advisors into its next chapter, his vision remains crystal clear: a firm that delivers exceptional financial results while staying grounded in purpose, inclusion, and integrity. His leadership is more than just a success story—it’s a model for the future of finance.