A strong foundation for your financial well-being can be achieved by properly managing risks. As an innovator in the financial planning and asset management community, we are focused on providing clients with tailored investment management and comprehensive wealth management services.
We believe a client's financial advice should be customized to take into account where they are now and where they want to be, in light of their unique circumstances and objectives.Now in our 12th year of advisory independence, we have been working with individuals and institutions to add value and increase their probability of success.
We believe a client's financial advice should be customized to take into account where they are now and where they want to be, in light of their unique circumstances and objectives.Now in our 12th year of advisory independence, we have been working with individuals and institutions to add value and increase their probability of success.
Services
To us, our role as "Financial Advocate" is paramount. That means we stand together with our clients to help them navigate the challenges and complexities of a rewarding life in a dynamic world. Partnered - Utilizing well known custodians and service providers for added security and resources. Principled - Long-term view, focused on doing the right thing and fostering personal relationships.
Investment Management is at the core of our offering. With assets under management acquired primarily through referrals from existing clients, our personnel and systems have extensive experience managing money in various market conditions. We do not experiment with our clients' assets. We abide by principles rooted in common sense, namely, diversification and asset allocation.
Advocacy Financial is committed to helping you put a financial plan in place and manage your wealth that is unique to your circumstances and objectives. We pull the pieces together to coordinate customized financial plans for our clients.
With investment management and insurance as a focus, Advocacy Financial addresses all aspects of your financial life, including retirement planning, estate planning, tax minimization strategy, risk management, education funding, as well as legacy and charitable planning.The financial planning process is a deeply personal service and we would be honored for you to considered us to help you.
With investment management and insurance as a focus, Advocacy Financial addresses all aspects of your financial life, including retirement planning, estate planning, tax minimization strategy, risk management, education funding, as well as legacy and charitable planning.The financial planning process is a deeply personal service and we would be honored for you to considered us to help you.
By reviewing, advising, and possibly creating your estate plan, the coordinated approach to financial and legal issues help to provide guidance that is aligned with your objectives. Coordination of the many dimensions of your financial life is among the main reasons why clients prefer working with Advocacy Financial, and how we set ourselves apart from the average financial or insurance professional.
A strong foundation for your financial well-being can be achieved by properly managing risks. We are based outside of New Orleans; a laissez-faire culture and geography forces us to consider risk often. In fact, we focus on detailed management of various forms of risk. Regarding traditional forms of risk management, generally, insurance is utilized to transfer a risk to an insurance company in exchange for a cost.
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