Allan Boomer

A Visionary in Finance & Wealth Building

Allan Boomer is a seasoned financial expert, investor, and entrepreneur with a career spanning over 30 years. As the Founder and Chief Investment Officer of Momentum Advisors, he has redefined wealth management by prioritizing diversity, social responsibility, and strategic growth. From his early days on Wall Street to building a successful investment firm, Allan’s expertise extends beyond traditional finance—he is also a real estate investor, franchise owner, and advocate for financial literacy.

Through his blog, Allan shares his journey, insights, and proven strategies to help individuals and businesses build sustainable wealth. His mission is to break down complex financial concepts and empower readers with the knowledge they need to make informed decisions.

Allan Boomer at a Glance: Experience, Expertise & Achievements

  • Education & Academic Excellence

    • MBA in Finance – NYU Stern School of Business (Robert A. Toigo Fellow)
    • BS in Marketing – Morgan State University (Elected “Mr. Morgan State University”)

    Professional Experience

    • Founder & Chief Investment Officer – Momentum Advisors ($400M+ AUM)
    • Vice President – Goldman Sachs, Private Wealth Management
    • Vice President – Fiduciary Management Group
    • Financial Expert – Merrill Lynch, Private Client Division
  • Expertise & Specialties

    • Investment Strategy & Portfolio Management
    • Private Equity & Hedge Fund Investments
    • Wealth Planning for High-Net-Worth Individuals
    • Real Estate & Franchise Business Investments
    • Financial Literacy & Wealth Education

    Notable Achievements

    • Grew Momentum Advisors from a one-person firm to a national investment advisory powerhouse
    • Co-host of The Momentum Advisors Show, a finance-focused podcast
    • Frequently featured on CNBC, Bloomberg, Yahoo Finance, and SiriusXM
    • Serves on multiple boards, including the John F. Kennedy Library Foundation and Raritan Valley Community College Foundation
    • Owner of nine Zips Dry Cleaning franchises with 24 more locations in development

Stay Inspired, Stay Informed

Allan Boomer’s journey is a testament to the power of knowledge, perseverance, and smart financial decisions. Through this blog, he shares the lessons, strategies, and insights that have shaped his success. Whether you’re an investor, entrepreneur, or simply looking to take control of your financial future, this is your resource for building wealth and making informed financial moves.

Hours

Monday - Friday: 9:00-5:30

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Somerset, New Jersey