From the time it was founded more than 30 years ago to its recent honor in this newspaper’s 2024 Best of North Coast, Allworth Financial has been true to its client-centric model of building relationships and using its unique approach to help clients meet their financial goals. In a Q&A, the company further describes its model and philosophy for doing business:
What was Allworth Financial’s mission statement when the company was founded more than 30 years ago and what is it today?
Allworth Financial: Allworth was founded as a clear alternative to the self-motivated, sales-focused model, prevalent at many of the big banks and brokerages. As fiduciaries, our commitment has always been on alignment and doing what is in our clients’ best interests. We are proud to continue serving that mission today and have maintained our core beliefs: Relationships are built on trust, transparency and alignment; guidance should be client-centric, comprehensive and informed; advisors should be full-time and client focused.
What are Allworth Financial’s guiding principles for providing customer service?
Allworth Financial: Our approach to customer service starts with unparalleled access to a team of financial experts and advanced planning solutions, all managed through your dedicated financial advisor. We have maintained a historical client retention rate of 97% as a demonstration of the importance that we place on ensuring that our clients feel valued, respected and understood so they can live rich and meaningful lives (source: Client retention sourced from internal data beginning 2020).
What are the qualities that make Allworth Financial a clear alternative in the industry?
Allworth Financial: Driven by a client-first approach from fully dedicated advisors, Allworth is for those seeking financial planning and investment guidance. With access to integrated investment, tax, succession planning and insurance professionals, you receive comprehensive guidance from a full circle of financial experts working together to connect all the dots of your financial life.
What do modern investors need to know to be successful, and how does Allworth Financial help get them there?
Allworth Financial: To be financially confident, it is important that modern investors have a holistic overview of their financial plan – from advanced investment tactics to tax strategies and estate/insurance planning. Leveraging our proprietary planning process, Allworth clients receive a customized financial and investment strategy. We’ll assess seven key areas of your financial life and provide recommendations on where improvements can be made. You can be confident that our guidance will be fully comprehensive and provided by experienced planning professionals.
What is the company’s reaction to being recognized as this newspaper’s 2024 “Best of North Coast- Financial Planner/Wealth Advisor”?
Allworth Financial: It is extremely rewarding and reminds us how incredibly important it is to strive every day to earn the confidence and trust of our clients and the community. We have been in the San Diego area for a long time and know that people have many choices when it comes to financial planning. We appreciate the continued opportunity to serve the community and help them feel more confident in achieving their financial endeavors.
Does Allworth Financial have any particular goals for the short or long-term?
Allworth Financial: Our company is committed to ing the communities that we serve – delivering financial literacy, proactive investment counsel, and comprehensive strategy that a healthy family dynamic. We are motivated to bring peace-of-mind and financial well-being, currently ranking No. 14 on Barron’s list of Top RIA firms and climbing quickly. As a rewarding example of our dedication, we currently serve over 25,000 clients with approximately $24 billion under management with 44 offices nationwide. Our focus and energy are spent on bringing a proactive and modern perspective to the way that we interact with our clients, ultimately delivering an exceptional experience.
To schedule a complimentary, no-obligation consultation, Allworth’s San Diego team leader Russell Hall at 858-263-1677 or [email protected].
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