Welcome to Advocacy Financial

As an innovator in the financial planning and asset management community, we are focused on providing clients with tailored investment management and comprehensive wealth services. 

We believe a client’s financial advice should be customized to take into account where they are now and where they want to be, in light of their unique circumstances and objectives. Now in our 7th year of advisory independence, we have been working with individuals and institutions to add value and increase their probability of success.

To us, our role as Financial Advocate is paramount. 

Utilizing perspective and expertise developed over many years, and market cycles, we help clients manage, optimize, and simplify their financial affairs, to provide peace of mind.