Find a Financial Advisor in Fairfield, 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.



Fairfield Office
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 Fairfield Financial Advisory Team


 

Meet Hugh! He and our Fairfield team have been delivering customized, comprehensive, and complete wealth management services to individuals and families throughout the Napa Valley and north San Francisco Bay area since 1995. This fiduciary financial advisor team brings a deep understanding of the region’s unique and dynamic financial landscape to the table, providing personalized solutions designed to help you navigate your financial journey with confidence.

With an office conveniently located near Cordelia Junction, we invite you to visit our Fairfield financial planners so you can experience this commitment to excellence firsthand.

Hugh B. Phillips
Hugh B. Phillips Partner Advisor CFP®, CFS®, ChFC®
Fairfield, CA Read bio
Fairfield

 

5140 Business Center Drive
Suite 105
Fairfield, CA 94534

Hours:
8am - 5pm, M-F

(707) 299-3868

 

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