A complete list of active advisors currently associated with Your Financial Advocate, LLC

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

The firm provides discretionary investment management and related advisory services to individuals, high‑net‑worth individuals, trusts, and charities, and also offers retirement‑account guidance including ERISA/IRA rollover considerations. Portfolios are typically built with low‑cost mutual funds and ETFs, and the advisor may also incorporate individual stocks, bonds, and covered‑call options when suited to client objectives. Investment decisions are guided by fundamental analysis and a predominantly long‑term approach while maintaining continuous monitoring and periodic rebalancing, with the flexibility to make shorter‑term trades when needed for rebalancing or cash needs. The firm applies an internal due‑diligence process, takes tax and legacy holdings into account, and allows clients to place reasonable investment restrictions on their accounts. The firm manages about $77.1 million across roughly 75 client relationships and participates on institutional custody platforms, receiving technology and support from its custodian relationship—a feature the firm discloses and seeks to mitigate for potential conflicts. The principal brings prior experience at broker‑dealer and asset‑management firms, and the firm maintains written policies on personal trading, trade aggregation, and proxy voting responsibility to address conflicts of interest.

To learn more about the advisors currently working at Your Financial Advocate, 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.