Why Advocacy Financial

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.

Key Points:

  • Independent - No big firm pushing proprietary products
  • Partnered - Utilizing well known custodians and service providers for added security and resources
  • Principled - Long-term view, focused on doing the right thing and fostering personal relationships
  • Multi-Professional - Founder is CFP® Professional and an Attorney
  • Experienced - Financial advising since 2005
  • Comprehensive - Combining a broad array of services to help you
  • Customer Service - Focused on swift responsiveness
  • Competitively Priced - We seek to maximize net client value
  • National - Clients in multiple states (web-video meetings available)
  • Technologically Advanced - Efficiency in conducting business

To learn more about any of our services and how we may help you, please don't hesitate to write or call with any questions.  

Mission

Our mission is to be an advocate for all of our clients' financial and estate planning needs. We help manage, organize, and simplify your financial affairs with an emphasis on risk management. We seek to maximize your resources to obtain sustainable results.

We offer customized services that strive to guide clients on an optimal path for asset accumulation, preservation, and wealth succession. Our objective is to repeatedly earn your trust through clear and informative counsel that efficiently furthers clients' unique objectives.

Joseph "Joe" Prisco

Founder, Joseph M. Prisco Jr., JD, CFP®, is a CERTIFIED FINANCIAL PLANNER™ Professional and Lawyer. He has been advising financial affairs since 2005, working closely with clients by establishing long-term relationships built on trust.

Mr. Prisco has developed a robust background. He has worked at a multinational financial firm, at a regional firm with multiple bank branches under his purview, and now, as owner and operator of Advocacy Financial, LLC since 2010. Mr. Prisco holds numerous financial and insurance industry registrations and licenses.** Mr. Prisco is a graduate of the Moore School of Business at the University of South Carolina with a B.S. in Finance and Business Economics. He holds a Certificate of Financial Planning from Georgetown University in Washington, D.C., and a Juris Doctor (J.D.) from The Loyola University New Orleans College of Law.

Julia Katz

Julia Hinojosa Katz, JD, joined Advocacy Financial at the start of 2019 as an Associate. Prior, Ms. Katz developed a strong foundation having over 6 years of experience in personal financial planning with national insurance carriers. In addition, Ms. Katz worked at an exclusive retirement community which provided her with a unique perspective on Long-Term Care. Prior still, she practiced law and was part owner and operator of a fine dining restaurant in St. Thomas, U.S. Virgin Islands, where she mainly advised about another passion, wine. Ms. Katz holds numerous financial and insurance industry registrations and licenses. A mother of two boys, Ms. Katz grew up in New Orleans, Louisiana and now lives in Madisonville, Louisiana. She is a graduate of the Louisiana Scholars’ College at Northwestern State University with a B.A. She holds a Juris Doctor (JD) from the Louisiana State University Paul M. Hebert Law Center.

Julia is dedicated to making an impact on clients’ lives and is excited to continue to develop her knowledge and experience in the industry and on the developing platform for financial planning and asset management which Advocacy Financial provides.

Community Involvement

Advocacy Financial is committed to making an impact on our community. In addition to providing financial support to various causes in the community, Mr. Prisco serves on a recreational district board, is the past volunteer president of his local alumni association, and coaches youth sports.

**Please see Important Disclaimers for further information.