Find a Financial Advisor in Chico, CA


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place. 

Everything a modern investor needs – all under one roof.



Lifestyle2
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Chico Financial Advisory Team


 

Our team of fiduciary financial advisors in Chico, California, has been dedicated to serving individuals and families in Northern California for more than 30 years. Kathleen and Benjamin’s unwavering fiduciary commitment means that the strategies and recommendations they provide are made with your best interests at heart. This dedication to transparency and integrity ensures that you receive advice and solutions that are both effective and aligned with your personal financial objectives.

Conveniently located just west of Highway 99 (off the East Avenue exit), we invite you to come visit our office to discover how our Chico financial planners can make a meaningful difference in your financial journey. We look forward to partnering with you!

Benjamin Knight
Benjamin Knight Partner Advisor CFP®
Chico, CA Read bio
Kathleen Carpenter
Kathleen Carpenter Partner Advisor CFP®
Chico, CA Read bio
Chico

 

116 Henshaw Avenue
Chico, CA 95973

Hours:
8am-5pm, M-F

(530) 892-0253

 

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