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What makes us different?

The Financial Advocates Difference

For more than two decades our clients have relied on us to provide the experience, education, advice and collaborative approach they depend on from a leading retirement planning and wealth management firm:


Our team is made of of experienced professional with deep and diverse financial knowledge of the spectrum of financial products and services.  So when it comes to evaluating different financial decisions and alternatives, you are equipped with an experienced partner to guide you through this.  As your financial advocate, we fulfill your need for specialized, experienced and objective financial guidance, allowing you more time to devote to business, family and your personal interests.


We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that aim to serve your best interests. Our goal is to help remove the worry and ambivalence from financial decision-making, and the stress that may burden you, replacing it with clarity, confidence and control.  Our approach of taking the time to embrace and address your questions and concerns helps us do this.

Simplicity and Transparency

Money doesn't have to be complicated.  We strive to communicate with you in language you understand, and to be as good communicating our investments as we are making them.  


At Financial Advocates we have access to independent research on the economy and financial markets. This access allows us the freedom to offer objective financial guidance and impartial strategies to address the challenges of wealth accumulation and management. As independent we have no proprietary investment offerings or products. That’s how we help ensure the advice you receive is right for you.


As wealth advisors, we bring our collective experience and insight to organizing all aspects of your financial life. We also work closely with your other advisors, including tax professionals and attorneys to help ensure the advice you receive is in alignment with your goals and needs.

Please contact us to learn how we can help make a difference for you and your financial future.