A complete list of active advisors currently associated with The Advocate Group, LLC

Warmer can help you find a great advisor at The Advocate Group, LLC or one who fits your needs even better.

The Advocate Group provides investment management and financial planning to individuals, high net worth households, retirement plans, trusts and business entities, operating as a multi-advisor team managing institutional-scale assets. The firm identifies a client base that includes senior officers of large companies and commonly works with households that hold concentrated positions in employer securities. The Advocate Group emphasizes comprehensive financial planning as the driver of investment and asset allocation decisions, using a discovery process that seeks a client’s “desired risk” rather than relying solely on stated risk tolerance. Portfolios are customized and monitored on an ongoing basis, with attention to liquidity reserves to reduce behavioral-driven mistakes and to the specialized management of concentrated equity positions. Distinctive features include the firm’s status as a licensed insurance agency, where associated persons may offer insurance products at client request and commissions are directed to the agency rather than individual advisors. The firm also provides online financial plans with daily account updates and integrates third‑party service providers that use artificial intelligence and machine learning subject to periodic due diligence.

To learn more about the advisors currently working at The Advocate Group, 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.