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Please note that our offices will be closed on Monday, February 19th in observance of Presidents' Day. Normal business hours will resume on Tuesday, February 20th.

Phoenix, AZ

11240 N. Tatum Blvd
Suite 110
Phoenix, AZ 85028
Hours: 7am - 4pm, M-F

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

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, DeGreen on Investing, hosted by 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.

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

Latest Insights

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02/29/2024

Working while claiming Social Security? Don’t get caught off guard

You likely already know that figuring out when to claim Social Security during retirement can be tricky. But if you decide to work and receive a benefit at the same time? Things can get even trickier. Allworth co-founder Scott Hanson outlines the need-to-know details about an under-the-radar Social Security rule.

02/27/2024

Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing

Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.

02/22/2024

The pros and cons of 403(b)s

While 401(k)s usually get all the attention, there’s another type of account that millions upon millions of U.S. workers use instead: The 403(b). Allworth co-founder Scott Hanson shares some helpful reminders about this oft-ignored retirement savings vehicle.

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