Find a Financial Advisor in Lafayette, CA
Our Services
With in-house expertise across a variety of financial disciplines, every aspect of your plan is both well-informed and working in unison to achieve optimal results.
Investment Management
- Customized Portfolios
- Unwinding Concentrated Positions
- Tax-Loss Harvesting
- Private Equity
- Alternatives
Financial Planning
- Retirement Income Planning
- College Planning
- Charitable Giving Strategy
- Real Estate Analysis
Retirement Planning
- Social Security Analysis
- Tax-Efficient Withdrawal Strategies
- Retirement Transition Planning
Coordinated Tax Planning
- Tax Filing
- Tax-Efficient Income Planning
- Tax-Efficient Investing
Estate Planning
- Estate Plan Analysis
- Document Drafting
- Estate Tax Analysis & Recommendations
Insurance Services
- Life
- Long-Term Care
- Medicare
- Disability
- Healthcare
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!
Location and Contact Details
Services
Our Lafayette 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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Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy
Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
HMRN Insurance Agency, LLC license #0D34087
1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.
2 Retention Rate Source: Allworth Internal Data, FY 2022
3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration.
5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience.
6 2021 Value of an Advisor Study / Russel Investments
7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.
8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.
9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.
✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.