Best in Class Advisors
Top 100 RIA Firm
9th in AUM Growth
4th Fastest Growing RIA
Assets Under Management4
29 Years in Business
Best Places to Work
About Our Phoenix Location
At Allworth, we pride ourselves on empowering you with financial education and no-nonsense investment and retirement planning advice. And you can hear proof of this philosophy when you listen to our radio programs, Smart Proactive Investing with our Paradise Valley advisors, father and son team Keith and Sam DeGreen, or the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 20 years of broadcasts, Money Matters is one of the longest running financial topic programs in America.
Of course, our passion for no-nonsense, straightforward financial education doesn’t stop on the airwaves. You’ll find this same honest and direct approach when you visit our Paradise Valley, Arizona, office.
Our team in Paradise Valley has been faithfully providing fiduciary investment management and financial planning advice to individuals and clients throughout Arizona for more than 30 years.
Conveniently located in northeastern Phoenix, just off Arizona State Route 51, Our Paradise Valley team works with you to offer guidance on:
- Retirement and Financial Planning
- Investment Management
Meet Our Financial Advisory Team
Other Nearby Office Locations
Important open enrollment and Medicare reminders
It’s that time of year! No matter if you’re still working and on your company health insurance or retired and on Medicare, Allworth Co-CEO Scott Hanson shares some key reminders about your healthcare choices (and costs) as open enrollment season kicks-off.
Third Quarter 2022 Market Update
Things were starting to look better for the stock market over the summer… but then things took a dramatic turn over the last three months. What happened? In this quarterly video update, our Chief Investment Officer joins Co-CEO Scott Hanson to discuss the rally that fizzled, the housing correction, inflation, bonds, the biggest risk we see right now, and more.
5 Ways Business Owners Can Optimize Retirement Savings
As a business owner, you have the ability to pull certain levers to increase retirement savings while controlling tax consequences. By understanding how different qualified plans can deploy savings and tax strategies, you can optimize cash flow for your retirement future.