Our Team

How We Work

How We Work

Allegiance is an independent Registered Investment Advisor providing sound financial advice and superior service to busy professionals, families, and businesses. Investment planning is targeted to meet specific client objectives ranging from income-oriented strategies to those of wealth accumulation.

Our clients include but are not limited to successful corporate and medical professionals, business owners and retirees who insist on expert advice when investing in financial assets.

Allegiance’s investment philosophy reflects the belief that safety is the cornerstone of a successful plan. In addition to investment management, Allegiance provides experienced and comprehensive financial planning.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael Daudelin

Principal & Founder

(781) 749-9100

(781) 749-9103

Michael Daudelin serves as the company's President and Chief Investment Advisor and is a leader in investment management, financial planning, and all aspects of portfolio planning.

In 1992, Michael founded Allegiance as an early adopter to fee-based compensation as a way to provide unbiased and transparent investment portfolio management to clients. As the Chief Investment Advisor, Michael is trusted to provide investment strategies for his clients based on an understanding of their risk tolerance and objectives allowing them to develop reasonable expectations for their future lifestyle in retirement.

Prior to founding Allegiance Financial, Michael worked as a Financial Consultant for Merrill Lynch providing securities recommendations to his clients within a brokerage model. During his time at Merrill Lynch, Michael identified the opportunity to better serve customers as a fiduciary, an idea that ultimately became the model for building Allegiance Financial.

Michael graduated from Boston University with an undergraduate degree in Business and Professional Studies and completed the Certificate in Financial Planning at Boston University's Metropolitan College.

Michael lives on the south shore of Massachusetts with his wife and children where he enjoys practicing yoga and getting outside to golf and mountain bike.