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Fairfield, CA

5140 Business Center Drive
Suite 105
Fairfield, CA
Hours: 8am - 5pm, M-F

Nearby Meeting Locations:  While our office is located in Fairfield, we have convenient meeting locations throughout the region, including in:  Campbell, Petaluma, Pleasanton, Marin, Newark, Redwood City, San Jose, San Mateo, Santa Rosa, and Walnut Creek.

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work

InvestmentNews5

About Our Fairfield Location

Serving the north Bay Area, including the entire Napa Valley, our Fairfield team has been providing straightforward retirement planning and investment management guidance since 1995. And, through all those years, our objective has always been to help you reach your financial goals. 

Interested in learning more about the Allworth way? Listen to Money Matters, our weekly, financial topic, call-in radio program via podcast at iTunes or Google Play. As one of the country’s longest-running financial topic shows, Allworth founders Scott Hanson and Pat McClain answer listener questions – from people just like you – about retirement, taxes, investing, and more. 

Interested in learning more? Conveniently located just off the Eisenhower Highway at Cordelia Junction, the team at our Fairfield office works with you to provide:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

Hugh B. Phillips of Allworth Financial
Hugh B. Phillips
CFP®, CFS®, ChFC®

Other Nearby Office Locations

1676 N California Blvd
Suite 410
Walnut Creek, CA 94596
(925) 472-0874
700 Larkspur Landing Circle
Suite 165
Larkspur, CA 94939
415-346-2221
131-A Stony Circle
Building 500
Santa Rosa, CA 95401
707-299-3868

Latest Insights

Self-employed? Here are 3 ways to save

If you’re self-employed, it’s all too easy to think, “My business is my retirement plan.” But Allworth Co-CEO Pat McClain wants you to recognize that your business should be just one part of the puzzle. He outlines three ways to save for the future while being your own boss.

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Our thoughts on the debt ceiling

Allworth Chief Investment Officer Andy Stout outlines the latest on the debt ceiling negotiations, and explains how we're protecting your money.

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May 2023 Market Update

When it comes to investing and saving for the future, risk and volatility come with the territory. But bank failures can feel different – which is why Allworth Chief Investment Officer Andy Stout decided to address them in this month’s market update. He breaks down what’s triggered the recent regional crisis, and the fallout that could still lie ahead.

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