Financial Planning

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Estate and Legacy Planning

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Asset Management

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Risk Management

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Why Advocacy Financial?

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Investment Management is at the core of our capabilities.
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We are a leader in estate, legacy, and succession planning.
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A strong foundation for your financial well-being.
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Welcome to Advocacy Financial

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

We believe a client’s financial and legacy 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 15th 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. That means we stand together with our clients to help them navigate the challenges and complexities of a rewarding life in a dynamic world.

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