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Advisory Advocates
For Investors & Advisors

Advisory Advocates is an independent firm committed to providing financial planning & advisory services to individuals with an emphasis on protecting our client assests.
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About Advisory Advocates

Advisory Advocates is an independent firm committed to providing financial planning & advisory services to individuals with an emphasis on protecting our client assests.

Whether you are simply interested in a less volatile portfolio to invest in, or are in need of fresh financial plan our advisors can help. At Advisory Advocates we feel that every investor should enjoy the peace of mind knowing their future is being protected in a way that is best for their unique circumstance.

We take our fiduciary responsibility very serious, that's why we operate as a 100% independent firm. Not being tied to a major bank or broker dealer allow us to only do what is best for our clients.

Market Participation

Portfolios designed to provide low cost passive participation in a diversified portfolio of premier ETFs. The holdings in the portfolio are allocated towards equities and fixed income based upon each investors risk appetite.

Tactical Market Participation

Portfolios intended to provide low-cost participation in diversified portfolios of premier ETFs tailored for specific market regimes. The approach seeks to balance downside risk while delivering competitive absolute returns.

Option Protected Overlay

Portfolios designed to participate in the majority of positive movements in equity and fixed income markets while using options to limit portfolio exposure to negative movements. The portfolios use only best-in-class ETFs that exhibit exceptional liquidity in both the stock and the options.

Additional Models

Tailored Services and Customized Portfolios of securities designed to meet a client’s specific needs depending on the client’s investment objectives and goals.

Services

We are an independent fee-only advisor. This independence allows us to uphold our fiduciary responsibility by always acting in the best interest of each individual client. The combination of financial planning and asset management allow us to serve any cleint.

Financial Planning

We follow a strategic process that allows us to analyize, identify and resolve client issues such as excessive fees, unknown risks, distributions and other common problems investors face, but may not be aware of.

Asset Management

Our portfolios are built using best in class ETFs and funds. The investments we choose allow investors to gain exposure to all major asset classes.
Ready to Get Started?
Whether you want to bolster your current business and add recurring income or go independent, we have a solution for you.

We are here to help. Reach out today!
Advisory Advocates Logo
Advisory Advocates is an independent firm committed to providing financial planning & advisory services to individuals with an emphasis on protecting our client assests.

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