Find a Financial Advisor in Lafayette, 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.
Meet Your Lafayette Financial Advisory Team
Say hello to Robert and Lori! As the founders of Stewart & Patten—an advisory firm that merged with Allworth Financial in May 2024—they bring nearly 80 years of combined industry experience to our team of fiduciary financial advisors in Lafayette, California. They are dedicated to providing customized, comprehensive wealth management services to individuals and families throughout Northern California. Our team of advisors takes pride in building strong, long-lasting relationships with clients and, as fiduciaries, you can rest easy knowing your best interests are always their top priority.
Stop by our Mt. Diablo Boulevard office to discover the high level of expertise and personalized attention our Lafayette financial planners offer. We look forward to meeting you!
Our Integrated Services
At Allworth, you have unparalleled access to a team of in-house financial experts—giving your wealth the advantage every modern investor needs.
