;

Lincoln, CA

985 Sun City Lane
Suite 106
Lincoln, CA
Hours: 8am-5pm M-F

Nearby Meeting Locations:  While our office is located in Campbell, we have convenient meeting locations throughout the region, including in: San Jose and Los Gatos. 

Best in Class Advisors

NBRI3

Top 100 RIA Firm

Barron's1

30 Years in Business

19,000+ Clients

4th Fastest Growing RIA

FA Magazine2

$14 Billion

Assets Under Management4

9th in AUM Growth

RIA Channel7

Best Places to Work

InvestmentNews5

About Our Lincoln Location

At Allworth Financial, helping you reach your financial goals is our top priority. With offices throughout Northern California and the Sacramento region, you have your choice of convenient locations where you can meet with one of experienced, fiduciary advisors for straightforward financial, investment, and retirement planning, advice, and education.

For 30 years, Allworth Financial has been helping people retire better. Want to learn more about our client-first philosophy? Listen to Money Matters. Available via podcast 24/7, or weekends on NewsRadio KFBK, our founders, Scott Hanson and Pat McClain, answer questions from callers and discuss topics related to investing, saving, retirement planning, and more. Money Matters is one of the longest-running financial programs in the country.

Located near the corner of Del Webb Blvd and Sun City Lane, the team at our Lincoln office works with you to provide guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax Services
  • Estate Planning

Meet Our Financial Advisory Team

Other Nearby Office Locations

3017 Douglas Blvd
Suite 140
Roseville, CA 95661
916-787-4565
340 Palladio Parkway
Suite 501
Folsom, CA 95630
916-357-5287

Latest Insights

Self-employed? Here are 3 ways to save

If you’re self-employed, it’s all too easy to think, “My business is my retirement plan.” But Allworth Co-CEO Pat McClain wants you to recognize that your business should be just one part of the puzzle. He outlines three ways to save for the future while being your own boss.

Read More

Our thoughts on the debt ceiling

Allworth Chief Investment Officer Andy Stout outlines the latest on the debt ceiling negotiations, and explains how we're protecting your money.

Read More

May 2023 Market Update

When it comes to investing and saving for the future, risk and volatility come with the territory. But bank failures can feel different – which is why Allworth Chief Investment Officer Andy Stout decided to address them in this month’s market update. He breaks down what’s triggered the recent regional crisis, and the fallout that could still lie ahead.

Read More
See More