Continuity, Commitment, and the Future of Allied

Building a Legacy: The Evolution of Allied Investment Advisors

At Allied Investment Advisors, we have always been driven by a single mission: to build lifelong relationships based on trust, integrity and unbiased advice while helping our clients navigate their financial journey and achieve peace of mind. Today, we are excited to share a milestone that underscores our commitment to this mission and ensures the future of our firm for many years to come. 

On January 1, 2026, Allied Investment Advisors expanded our ownership team to include three dedicated colleagues: Kellie Hirsch, Sarah Siderius, and Ty Elkin. In addition, Eric Vermulm will increase his ownership as part of this transition plan.  These talented individuals will step into expanded leadership roles as owners, helping ensure the consistency of service our clients depend on. This is a proud moment in our story, and an important step in strengthening Allied for the future.   

Honoring the Past, Embracing the Future

From our beginning in 2009, we have grown from a small team of three to a dedicated group of 18. We are grateful for and proud of the entire team at Allied. Together, we’ve lived by a shared set of values: always doing the right thing; paying attention to the details; and working better together to achieve more than we ever could alone. These values are the foundation of Allied Investment Advisors.

Succession planning is more than just a business strategy; it’s a promise of continuity, resilience, and excellence. In our industry, where trust is everything, planning for the future ensures that clients can always count on consistent and reliable service, no matter what changes may come. 

By expanding our ownership to include leaders who know our clients’ needs and understand our unique culture, we are ensuring that the values and standards that define our firm remain strong. At the same time, this transition fosters an environment where innovation and collaboration can thrive, paving the way for continued success. 

As we celebrate this milestone, we are deeply grateful for the trust you have placed in us. Your confidence drives us to serve, innovate, and lead. While this new chapter brings exciting changes, our mission remains unwavering: to deliver exceptional service and results while maintaining the personal connections that set us apart. 

We want to emphasize that this succession plan is not about stepping away – it is about strengthening Allied for the future. It is a continuity plan and an independence plan. We will continue working with clients, mentoring our team, and seeking new opportunities to grow our business. This is what we love to do and we plan to continue doing it for years to come.  At the same time, we also realize that we need to broaden our ownership base and share responsibilities if we are to remain independent and continue to provide the level of service that our clients expect and deserve. Please join us in congratulating our new partners as we look forward to a bright future together. Together, we will continue building a legacy of excellence for years to come.  

Gary & Bart