Joining the Advocate Family
Next Steps as a Client
New clients gain access to an advanced planning portal that empowers them with valuable insights and strategies to track their investments and visualize their financial progress.
The firm prides itself on a responsive and anticipatory client service team that supports clients throughout their financial journey, fostering a relationship built on trust and respect.
With a strong fiduciary commitment, the advisors at Advocate Wealth Management prioritize clients' best interests, ensuring transparency and integrity in every decision. By choosing Advocate Wealth Management, clients embark on a partnership focused on achieving financial security and prosperity, with the firm advocating for their success every step of the way.
Client Planning
Portal Software
Once you become a financial planning client, you are granted exclusive access to our state-of-the-art eMoney Planning Portal, a hub designed to empower you with insightful data and actionable strategies.
With tools designed for personalization and progress tracking, clients can effortlessly set, adjust, and monitor their financial goals. The inclusion of spending and budgeting tools further enriches their journey, allowing them to stay aligned with their aspirations.
Harness the power of account aggregation to provide our clients with a holistic view of their financial landscape. By connecting all accounts into a single, consolidated view, clients gain clarity and confidence in their complete financial picture.
The Planning Portal offers a streamlined path to empowerment by allowing clients to self-register, thus taking charge of their privacy and data. This is followed by an automated, intuitive process for gathering necessary financial information, making the onboarding experience both efficient and personalized.
We grant our clients the peace of mind with unlimited document storage, enabling them to safely archive all their vital files. This feature ensures that important documents are always within reach, accessible from anywhere, anytime, directly through eMoney.
Client Service and You
Our client service team, known for its impeccable dedication, stands ready to assist you at every stage of your financial journey. We pride ourselves on providing a level of service that is not only responsive and attentive but anticipatory of your needs.
As your trusted partners, we ensure that you are never alone in navigating the complexities of financial planning. Our team is equipped with the latest updates and insights, ensuring that every piece of advice we offer is not only timely but also tailored to your evolving circumstances.
Our service transcends the transactional; it is a relationship built on trust, respect, and a shared vision of success.
Take our Client Questionnaire below so our Client Services Team can get to know your personal preferences better.
Our Fiduciary Role
Moreover, the fiduciary aspect of our advisors' roles is a cornerstone of our practice. We are dedicated to acting in your best interest, prioritizing your financial well-being above all else. This fiduciary duty is not merely a responsibility; it is a guiding principle that informs every decision we make on your behalf. Our advisors are committed to transparency and integrity, ensuring that you are informed and confident in every step of your financial plan. We understand the trust you place in us, and we honor that trust by steadfastly advocating for your goals and safeguarding your future.
A fiduciary advisory group is a financial service that is legally obligated to act in the best interests of their clients. This differs from other financial advisory services, which may not have the same legal requirement and can sometimes prioritize their own interests or those of their firm over the client's.
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What is a fiduciary advisory group, and how does it differ from other financial advisory services?
You should expect to meet or communicate with your fiduciary advisor regularly, typically quarterly or annually, depending on your needs. Ongoing support may include portfolio reviews, updates on market conditions, and adjustments to your financial plan as needed.
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How often should I expect to meet or communicate with my fiduciary advisor, and what kind of ongoing support do they provide?
The process for developing a comprehensive financial plan with a fiduciary advisor typically involves an initial assessment of your financial goals, creation of a tailored plan, and ongoing monitoring and adjustments to keep the plan relevant.
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What is the process for developing a comprehensive financial plan with a fiduciary advisor, and how do they ensure it remains relevant over time?
In choosing Advocate Wealth Management, you are not just selecting a financial advisor; you are forging a partnership that is deeply invested in your success. Our commitment to excellence, our embrace of technology, and our unwavering fiduciary duty create an environment where your financial dreams can flourish. We invite you to embark on this journey with us, as we work together to achieve a future defined by security, prosperity, and the realization of your most cherished goals. Your financial future is our purpose, and we are here to advocate for you every step of the way.