Find a Financial Advisor in Lafayette, CA

Meet Your Lafayette Financial Advisory Team
Say hello to Robert and Lori! Our team of fiduciary financial advisors in Lafayette, California, has nearly 80 collective years of industry experience and is dedicated to providing customized and comprehensive wealth management services to individuals and families throughout Northern California. They take pride in building strong, long-lasting relationships with their clients, and, as fiduciaries, you can rest easy knowing your best interests will be the 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.