A complete list of active advisors currently associated with Advocate Wealth, LLC
Warmer can help you find a great advisor at Advocate Wealth, LLC or one who fits your needs even better.
Advocate Wealth serves individual and high‑net‑worth clients as well as business owners, providing discretionary investment management, ongoing and one‑time financial planning, and retirement plan advisory services. The firm also offers services to qualified and non‑qualified retirement plans, including monitoring and assistance with plan investment options. The firm’s investment approach emphasizes asset allocation and passive management with limited active oversight, using diversified mutual funds and exchange‑traded funds and occasionally approved institutional products such as DFA funds. Advocate Wealth provides portfolio monitoring, rebalancing and may appoint sub‑advisors for account management, while financial planning engagements include written or electronic plans and periodic reviews. What is noteworthy is the firm’s regular educational seminars and webinars offered at no charge and presented as general, non‑individualized guidance — a feature specifically highlighted in its brochure. Advocate Wealth also documents its ability to act as a limited‑scope ERISA 3(21) fiduciary for plan sponsors (including IPS development, QDIA selection, monitoring and participant education), and operates with a relatively small client roster and assets under management, enabling a hands‑on, personalized service model.
To learn more about the advisors currently working at Advocate Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 11
|
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