WE CAN HELP YOU GET THERE.
The Advocate Group works with executives to achieve their unique
financial planning and investment objectives, regardless of the challenge.
Our specialties are counseling corporate employees, and understanding the compensation plans and benefits that play a large role in your financial life. Through our intensive discovery process, we are able to fully understand you as a person, not just as a set of financial goals. With this knowledge, we are able to set you on the path to genuine satisfaction.