Advocate FInancial Management LLC / Financial Advisor in Arlington, Massachusetts
Advocate Financial Management is an independent, fee-only financial planning and investment management firm located in Arlington, Massachusetts focused on helping clients in the second half of life.
We serve clients in the Greater Boston area, including Arlington, Belmont, Cambridge, Lexington and Winchester.
At Advocate Financial Management we take a holistic approach to financial planning and our clients come to expect more than financial advice.
Partnering with our clients, we begin by listening and helping them to identify, clarify and prioritize their goals and aspirations.
Through a collaborative process, we help clients organize their current affairs, creating for them a better understanding and clearer picture of their financial situation today. Our detailed analysis of their current financial position, provides a greater sense of control and a vantage point for making more effective financial decisions.
Only after truly understanding what is most important in their lives, can we begin to look at the options available and put together a financial plan to help guide them towards achieving their life goals.
Our clients are individuals seeking significance in the second half of life. Their focus is on family, community and the world. They're committed to helping others and to leaving a lasting legacy.
At Advocate Financial Management, our mission as financial advisor is to serve our clients as a trusted advisor, providing them with the tools and caring counsel necessary to simplify and take control of their financial future. Allowing them to focus their energies on what they're most passionate about.
Call us today for a free consultation at or visit us on the web at http://advocatefinancialmanagement.com
We serve clients in the Greater Boston area, including Arlington, Belmont, Cambridge, Lexington and Winchester.
At Advocate Financial Management we take a holistic approach to financial planning and our clients come to expect more than financial advice.
Partnering with our clients, we begin by listening and helping them to identify, clarify and prioritize their goals and aspirations.
Through a collaborative process, we help clients organize their current affairs, creating for them a better understanding and clearer picture of their financial situation today. Our detailed analysis of their current financial position, provides a greater sense of control and a vantage point for making more effective financial decisions.
Only after truly understanding what is most important in their lives, can we begin to look at the options available and put together a financial plan to help guide them towards achieving their life goals.
Our clients are individuals seeking significance in the second half of life. Their focus is on family, community and the world. They're committed to helping others and to leaving a lasting legacy.
At Advocate Financial Management, our mission as financial advisor is to serve our clients as a trusted advisor, providing them with the tools and caring counsel necessary to simplify and take control of their financial future. Allowing them to focus their energies on what they're most passionate about.
Call us today for a free consultation at or visit us on the web at http://advocatefinancialmanagement.com
Specialties
Business Planning Certified Financial Planner CFP ® Charitable Planning Comprehensive Financial Planning CPA Estate Planning Family Financial Planning Fee Only Income Tax Planning Independent Investment Advisor Investment Services IRA Legacy Planning NAPFA Member Retirement Distribution Plan Retirement PlanningNestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.032 secs on 04/23/24)
Privacy Policy | Accessibility Statement
Activate High Contrast Mode