Join Our Team
Our focus is to provide support to advisors: helping transition, grow, and fine
tune practices, while providing valuable supervisory oversight and
Who We Serve
CPA’s & Lawyers
Professional advisors can complement and increase the value of their practice by expanding the range of their services. We can help show you how.
Are you an independent financial advisor? Financial Advocates gives you the tools, advice and personalized attention to help you succeed.
Banks & Credit Unions
Are you looking for information on behalf of a bank or credit union? FA helps expand the range of services for your institution’s clients.
Are you looking for your ideal personal financial advisor? Financial Advocates can help you create and maintain a tailor-made financial plan.