The reasons why people choose Allworth vary significantly, but we believe our exceptional client retention (97%) is a testament to the fact that our entire business was designed to be different.

Allworth is the wealth management choice for those seeking sophisticated, tailored financial planning and investment guidance — without giving up the personalized service and attention you and your money deserve.

With access to integrated investment, tax, insurance, and estate planning professionals, Allworth clients receive all-in-one planning, all-from-one place — delivering comprehensive guidance from a full circle of financial experts working together to connect all the dots of their financial lives.

And unlike other firms, our advisors are salaried, full-time, fiduciary financial planning experts, backed by a dedicated support team, meaning your advisor has more freedom to focus on helping you achieve your goals.

Why do people choose Allworth? It’s because we still believe that when financial guidance and personalized service go further, so can your money.

With three decades of serving clients better, here's how we do it.

When you do well, we do well.

Simply put, our motivations are aligned. That means we sell no proprietary investment products, pay no commissions, have 100% transparent fee-based pricing, and you can fire us at any time. It’s your assurance that we’ll always be motivated to work each day to earn your trust and keep your business.

Complete and client centered.

We are a full-time fiduciary and have credentialed, on-staff experts that cover every area of your financial life — from investment, tax, insurance, to estate planning. You can be confident that our guidance will always be client-centric, well-informed, and delivered by seasoned financial professionals.

Our focus is on your success.

At Allworth, we believe financial guidance should come from advisors who are focused on you — not forty other things. For you, it means dedicated, full-time advisors who are committed to delivering the best of their time, energy, and focus on what matters the most — you.

Why People Work With Us

Your goals are unique, and that's how we advise you.

But why would you choose to work with us?

Here are six reasons to consider:

1. We're Fiduciaries

Being a fiduciary means we are legally obligated to only give you advice that’s in your best interests. Even if you don’t work with us, make sure you work with a full-time fiduciary.

2. Fee-Based

Being fee-based means our economic interests are aligned with yours. If you are successful, we are successful. It also means you aren’t tied up for years in complicated products. And while we work to make sure it never happens? You can fire us at any time.

3. Retirement Focused

We help people retire well. While we have many clients that are not yet near retirement, and many others who could retire at any time, but choose not to, we focus on helping you prepare for life after you’ve stopped working full-time. With thousands of clients, this means we’ve seen just about every retirement scenario possible.

4. Our Advisors are Advisors, Not Salespeople

We have a team approach to advising, which means our advisors not only don’t compete, they actually work together to help you thrive. (Surprisingly, this is not typical in our industry.)

5. We Give Honest, Direct Advice

We pride ourselves on giving advice that is not only honest, but direct. Sometimes, that means giving you recommendations and advice you need to hear. We believe that plain-spoken, direct advice will better help you reach your goals. You deserve that.

6. Education Driven

Deciding who to work with can be a complicated process. How do you know who is good? Who can you trust? We offer free education on important topics, specifically so you “can kick our tires.” Read our articles, watch our videos, and come to our live events. There’s no obligation. If you like what you see, let’s talk.

Let us make it very clear to you: Your concerns are our concerns, and we will only give you advice if we think we can help you, and only after creating a plan that we believe is the best road for you to take to reach your investment and retirement goals.

We’re Allworth Financial. Experienced, straightforward, credentialed fiduciary advice that has your best interests in mind 100% of the time.

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

That means, while other firms spend time upselling, bundling products, quota hunting, and giving advice that is in their best interests, Allworth advisors are full-time, dedicated, and backed by a support team to help manage all the details that orbit your account.

And with a full circle of on-staff financial experts specializing in investments, tax, insurance, estate, and more, your wealth has the advantage every modern investor needs. All under one roof and focused on helping you achieve your goals.

But the advantages of working with a fully dedicated advisor like Allworth don’t end there. Several recent studies have found that people who work with reliable advisors receive, on average, a 4% annual bump in returns above and beyond investment returns.6

Proactive Wealth Management

Investment strategy and tax-smart planning
Ongoing portfolio reviews
Dynamic investment portfolio rebalancing

Comprehensive Portfolio Construction

Customized approach and planning
Asset allocation and alignment
Total-return oriented
Time saving efficiencies and peace of mind

Behavioral Coaching

Budgeting and spending
Long-term perspective
Support
Personalized experience
Avoiding catastrophic investment mistakes

How's that different?

Proprietary Planning

We employ Allworth’s proprietary planning process that assess the 7 key areas of your financial life- identifying missed opportunities and where improvements can be made.

Customized For You

We develop customized financial and investment strategies to meet your needs and goals, so you get individual advice designed to work for your money—not just anyone’s.

With access to investment, tax, insurance, and estate planning professionals all in one place, you get comprehensive guidance from a full circle of experts that connect all the dots of your financial life.

Proprietary Planning

We employ Allworth’s proprietary planning process that assess the 7 key areas of your financial life- identifying missed opportunities and where improvements can be made.

Customized For You

We develop customized financial and investment strategies to meet your needs and goals, so you get individual advice designed to work for your money—not just anyone’s.

And to ensure we remain true to Allworth’s founding principle that the needs of our clients come first…

We never push our own in-house brand of investment products—because, with independent asset management, we don’t have any to sell.
Allworth has no quotas and pays no commissions, giving you confidence your advisor’s prime motivation is to serve you—not sell you.

Why do people choose Allworth? At the end of the day, it’s all about placing our clients at the center of everything we do – every day.

Why Do People Choose Allworth?