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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.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your Fairfield Financial Advisory Team

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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.

Location and Contact Details

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Address

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

Services

Our Fairfield Team is ready to serve you with expert guidance on:

  • Retirement & Financial Planning
  • Investment Management
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/01/2024

Should you be using a Donor-Advised Fund for charitable giving?

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

10/31/2024

Retirement Plan Review: From Participation Rates to SECURE 2.0

Gain actionable insights for optimizing efficiency and compliance through strategic plan

09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

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