Find a Financial Advisor in Lincoln, 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.

97%
client loyalty
25,000+ Clients2
30
years in business
$26 Billion AUM4
14th Ranked RIA
Barron’s1
Best Financial Advisory Firms
USA Today8
Best in Class Ethics
NBRI9
Meet Your Lincoln Financial Advisory Team
Meet Bob! He and our Lincoln, California, team are dedicated to providing personalized solutions and comprehensive planning to build long-lasting relationships with individuals and families throughout the greater Sacramento area. This fiduciary financial advisor team offers support and guidance at each stage of your financial journey so you can prepare for the future with confidence.
Come see for yourself the tailored attention and commitment that our team of Lincoln financial planners brings to the table. We’re conveniently located near Lincoln Boulevard, so 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.