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Please note that our offices will be closed on Friday, March 29th in observance of Good Friday. Normal business hours will resume on Monday, April 1st.

Fairfield, CA

5140 Business Center Drive
Suite 105
Fairfield, CA 94534
Hours: 8am - 5pm, M-F

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

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
CFP®, CFS®, ChFC®

Latest Insights

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04/11/2024

What to do when a spouse passes away

There are few things as life-altering as losing a spouse. But unfortunately, as you grieve, the outside world doesn’t stand still. And that means decisions need to be made. Allworth co-founder Scott Hanson shares a few essential financial must-dos for the surviving partner.

03/26/2024

Is It Time to Benchmark Your Company's Retirement Plan?

While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key.

03/22/2024

Why are stocks in your portfolio?

You hear about the stock market all the time, but do you understand the advantages and nuances of stocks themselves? Allworth co-founder Scott Hanson shares a few key reminders, including why stocks are beneficial to own during periods of high inflation.

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