A complete list of active advisors currently associated with Advocate Wealth Solutions

Warmer can help you find a great advisor at Advocate Wealth Solutions or one who fits your needs even better.

Advocate Wealth Solutions provides fee‑based financial planning and portfolio management to individual clients, including both high‑net‑worth and non‑HNW households, and manages roughly $7 million across its client base. Its services include retirement and tax planning, insurance needs analysis, and the ability to initiate purchases of securities and other investments on clients’ behalf. The firm generally operates on a non‑discretionary basis and documents client goals and risk tolerance in written investment policy statements, constructing and tailoring portfolios to match those parameters and any client‑imposed restrictions. When discretionary trading is required, Advocate Wealth Solutions selects third‑party investment advisors to execute strategies and conducts periodic (typically quarterly) reviews, using a mix of modern portfolio theory, buy‑and‑hold approaches, tactical analysis, and external research sources. Noteworthy aspects of the firm are its formal affiliations with legal practices and an insurance agency — its principal is an attorney and the firm’s representatives are licensed to sell life insurance and annuities — which informs its tax, estate and insurance planning services. The firm also provides periodic educational seminars on retirement and tax topics at no additional charge and discloses third‑party compensation and potential conflicts when recommending products or third‑party managers.

To learn more about the advisors currently working at Advocate Wealth Solutions, 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
Gregory Dupont	Dublin, OH	20

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