Testimonials

If you're looking for tangible results with financial longevity in mind, look no further.  Wealth Advocacy's approach illustrates the years spent helping companies reach those complex, financial goals."

- LS 10/15/2020

My advisor told me your plan was great and we should do it. What REALLY puzzles me is that we have been using them since early 2019. They had the whole year of 2019 to advise us to do the same but they did not.

- IB 7/24/2020

I am REALLY glad I called the team at Wealth Advocacy when I did! 

I am a husband of 24 years to my beautiful wife, father of 3 (teenagers), and the owner of an internet marketing company.  My wife and I were in the process of selling our home after 15 years and trying to figure out what to do with the cash we would have after the sale.  Our initial instincts were to reinvest the equity back into real estate.  We decided to get a second opinion from the experts at Wealth Advocacy.  

I am extremely happy that we did!

The team took the time to listen to us about our current financial situation and wanted to understand more about our future life goals.  This meant a lot to us especially considering their recommendations did not align with what we originally thought we should do with our money.  Their sage advice was simple, “pay off as much of your debt as you can and put one year’s worth of salary into your bank account in case of life emergencies.

Well…  I’m sitting here “quarantined” at home with my family.  And, like the rest of us, because of the COVID-19 pandemic, I’m nervous about the immediate state of the economy, and our nation’s health.  We can breathe a little easier though because we followed, listened and implemented their “real-world” approach to financial planning.  Everybody’s situation is different, and that’s exactly why I would highly recommend Wealth Advocacy.  They will customize your individual life plan (as they did for me) based on your stage of life and provide a clear road map to get you where you want to be in the future.

- K 4/2/2020

Thank you for taking the time to listen. I did not know where to start.

- Garrett 11/15/2019

The professionals at Wealth Advocacy hit the ground running by providing a detailed analysis of my personal and small business finances. They identified several areas that could be improved in terms of present and future wealth generation and risk mitigation. If you are busy doing what you do best and need a team of specialists that are available when needed to sweat the details and work for YOUR interests you should take a serious look at Wealth Advocacy.

VB - 5/21/2019