Advisory Advocates is a fee based investment advisory company serving individual clients and their Advisor professionals. Through our Advisor relationships, we offer clients personalized financial planning and financial consulting services and professional portfolio management services.

Advisory Advocates knows the importance of having a diverse product offering to best serve all clients. Adding our financial planning, fee-only advisory services & portfolio management helps grow your business while allowing you to remain focused on your client relationships.

Whether you want to bolster your current business and add recurring income or go independent, we have a solution for you.