My-Financial-Advocate

Overview

My-Financial-Advocate is a corporate-structured, boutique institutional RIA that serves both individual and family clients as well as some institutional relationships. The firm is owned by an individual and does not position itself as a capital allocator; instead it provides direct advisory services alongside insurance brokerage activity. Advisory offerings include financial planning, portfolio management for individuals and small businesses, market timing services, and client education through seminars and workshops. Its fee model combines a percentage-of-assets approach with the ability to charge hourly for certain engagements. The firm is not an active ESG investor and does not operate as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices