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 understand that building a financial future is a lifelong journey. 

Our comprehensive approach to wealth management serves clients through every stage of their financial lives - from young professionals taking their first steps toward building wealth, to established individuals planning for retirement, to retirees focused on preserving assets and optimizing income.

With deep expertise in multi-generational wealth planning, we help families create lasting legacies while navigating complex financial dynamics across generations.

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

Our comprehensive financial planning approach uncovers and addresses key challenges that may be impacting your wealth – from excessive fees and concealed investment risks to distribution strategies. We carefully evaluate your entire financial picture to identify opportunities you might have overlooked.

Asset Management

Our portfolios are crafted using high-quality, fundamentally sound equities & top-tier funds to deliver both stability and performance. Our investment selections provide exposure to various sectors, diversifying and strengthening your financial foundation. Our goal is to provide clients with a balanced, robust investment strategy that maximizes long-term success!

Wealth Management

Our independence from major banks and broker-dealers allows us to focus entirely on our clients' best interests. This freedom enables us to provide objective, personalized wealth management services that are specifically tailored to meet your unique financial goals over the long term.  As your financial goals evolve, we adapt our strategies to support your path forward. 

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!