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Advocacy creates predictable solutions unique to each client. Our analysis results in plans that are customized and based on your needs—not on a choice of pie charts. We provide you an alternative to retail trust and investment products. Let the teams at Advocacy help you get started today.
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Advocacy Wealth, a Registered Investment Adviser, offers financial planning. We analyze but do not provide legal or tax advice. Advocacy Trust offers fiduciary services. Forge Consulting, a national insurance agency, is the parent company of both Advocacy subsidiaries.
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