Advocate Partners

Advocate Partners is an independent, fee-only wealth management firm that acts as a fiduciary for its clients. The firm specializes in creating comprehensive financial plans that encompass investment management, retirement planning, estate planning, and tax strategies. Founded on the principle of providing unbiased, client-centric advice, Advocate Partners focuses on building long-term relationships to help clients navigate every stage of their financial lives, from wealth accumulation to preservation and legacy planning.