WE CAN HELP YOU GET THERE.
Concierge Financial Planning and Wealth Management.
The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s most prominent companies. You need a team of professionals to help you streamline your financial life today and into the future. Your most precious commodity is time – our concierge level of service ensures your time is spent on the things you value most. 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 set you on the path to genuine satisfaction.
