Being a Fiduciary Financial Advisor
What it Means to Be an Advocate for You
Advocate Wealth Management is a trusted and reputable independent wealth management firm. We have a long-standing commitment to act as a financial fiduciary, meaning that we prioritize our clients' best interests above all else. We have upheld this crucial principle and recognize that it is the foundation of our success.
We are committed to building and maintaining strong, long-lasting relationships with our clients. We understand that trust is the foundation of any successful partnership, and we take that responsibility very seriously.
Our clients can rest assured that when they work with us, they are getting more than just investment management - they are getting a partner who is dedicated to helping them achieve their financial goals.
If you're looking for a deeper, more personalized approach to financial planning, we invite you to contact us today to learn more about how we can help you achieve your financial future.
Our Commitment to You
At Advocate Wealth Management, our clients are our top priority. We firmly believe in putting your best interest at the forefront of everything we do. As a Registered Investment Advisor, we are required by law to act as fiduciaries, meaning that we are responsible for managing our clients' assets with the utmost care and diligence.
Because we are a multi-faceted firm offering hybrid services, our compensation is directly tied to the performance of our client's fee-based investment portfolios, our fixed-fee financial planning, or occasionally to commissionable products that are in the client's best interest.
