Building Wealth,
Protecting Dreams

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At Advisory Advocates, we work with clients to develop comprehensive financial strategies aligned with their long-term goals. Our client-first approach ensures that your unique circumstances and goals are at the heart of our strategic planning and recommendations. We are committed to providing personalized solutions that protect and grow your assets, so you can enjoy a future filled with confidence and prosperity.

Building Your Tomorrow So You Can Live Today

At Advisory Advocates, we are dedicated to delivering exceptional financial planning and advisory services to both individuals and business owners. Our mission is to help you build your future while allowing you to live your present to the fullest.

With personalized strategies and unbiased advice, we focus on protecting and growing your assets, helping to provide peace of mind to enjoy today and the confidence to face tomorrow.

Trust us to guide you through the complexities of financial planning, always prioritizing your unique goals and circumstances.

Ready to shape your future and enjoy your present with our professional guidance?

Financial Planning

We use a strategic process to analyze, identify, and resolve issues like high fees, hidden risks, distribution challenges, and other common problems that you might not be aware of.

Asset Management

Our portfolios are crafted using top-tier ETFs and funds to ensure quality and performance. We select investments that provide exposure to all major asset classes, diversifying and strengthening your financial foundation. We allow you to benefit from a well-rounded and robust investment strategy!

Wealth Management

Our independence from major banks and broker dealers empowers us to act solely in the best interest of our clients. This freedom allows us to offer truly unbiased wealth management services tailored to your unique needs.

Advisor Solutions

Advisory Advocates empowers advisors to enhance independence and client service with a broad product offering. Our financial planning, fee-only advisory services, and portfolio management support your business growth while you stay focused on client relationships. Contact us to learn about becoming an Investment Advisor Representative.

 
Money Growing

YOUR FINANCIAL FUTURE, OUR TRUSTED GUIDANCE.

Advisory Advocates

Who We Work With

We are an independent, fee-only advisor, which means we only work for you and not for any banks or brokers.
This independence ensures we always act in your best interest.

Individuals, Families and Business owners

If you want to be well-prepared for the years ahead, including a comfortable retirement, we're here to help! Our experienced advisors work closely with you to optimize your financial strategy, ensuring it is tax-efficient and designed for long-term stability and growth. We focus on creating a solid financial foundation that not only supports your needs throughout your life but also benefits the next generation. With our expert guidance, you can confidently help plan your financial future, protect your assets, and enjoy lasting peace of mind knowing you are well-prepared for whatever comes your way.

How It Works

Financial Advisors

 

Advisory Advocates has advisor solutions for weath management.   We assist other advisors in becoming more independent through our steamlined process. Going independent can be a daunting task and knowing what type of independence is best for you and your practice is a crucial decision to ensure the long term success of your firm and your clients. Advisory Advocates is uniquely positioned to help you make the best decision and provide you with all the tools needed to make this transition. Whether you want to bolster your current business or go independent, we have a solution for you.

For Advisors

Our combination of financial planning and asset management
allow us to serve any client.

Ready to kick-off a conversation?

We'd love to chat and hear what you’re looking for and learn about how we can help.

Schedule Time to Talk!