Founded in 2008, Advocate Wealth Management, LLC is an independent, fee-only Registered Investment Advisory firm based in Florida. The firm operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core mission is to provide personalized and objective financial guidance, helping clients navigate complex financial decisions related to retirement planning, investment management, estate planning, and insurance analysis to achieve their long-term financial goals.

Founded in

United States