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Our Locations

At Allworth, you get the powerful combination of a locally based fiduciary advisory team that’s backed by our national resources. Explore our locations throughout the county to find the Allworth team near you.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

27,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$26 Billion AUM4

Best in Class Ethics

NBRI9

Meet Your Phoenix Financial Advisory Team

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Our team of fiduciary financial advisors in Scottsdale, Arizona, has been serving individuals and families throughout the greater Phoenix area for more than two decades. No matter if you’re looking to optimize your investment portfolio, plan for retirement, or develop money-saving tax planning strategies, Allison and Kelly are dedicated to helping you navigate the complexities of financial planning with confidence. And their unwavering fiduciary commitment means that the strategies and recommendations they make are with your best interests at heart.

Visit our office on North Tatum Boulevard (just off State Route 51) to experience how our Phoenix financial planners can make a meaningful difference in your financial future.

Brent Sayler
Financial Advisor
Allison Modrak
Financial Advisor
Kelly Richards
Partner Advisor

Location and Contact Details

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Address

11240 N. Tatum Blvd
Suite 110
Phoenix, AZ
Hours: 7am - 4pm, M-F

Services

Our Phoenix 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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01/07/2025

2025 Contribution Limits and Deadlines: What’s Changed and What You Need to Know

Allworth financial advisor Lynda Tu outlines the updated 2025 contribution limits for retirement and savings accounts, helping you take advantage of new opportunities to save more and reduce taxes.

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