Advocates Wealth Planning
@your_advocates_ltd
Houston, TX Financial ServicesOverview
About Advocates Wealth Planning
Advocates Wealth Planning exists for one purpose: to help Houston families live their most deeply held values through thoughtful financial planning.
Founded in 2012, Advocates Wealth Planning was born from a shared philosophy: money is merely a means to help families succeed on their own terms. We don't believe in cookie-cutter solutions or industry jargon. We believe in listening, understanding, and advocating.
SPECIALIZED EXPERTISE FOR ENERGY PROFESSIONALS
While we serve all types of families, we've developed deep expertise in the unique financial challenges facing Houston's oil & gas professionals. From volatile compensation structures to concentrated stock positions, we understand the energy industry's dynamics and create tailored strategies for wealth accumulation and preservation.
OUR APPROACH
✓ Comprehensive Financial Planning ✓ Investment Management ✓ Tax & Estate Planning ✓ Values-Based Wealth Strategies
As an SEC-registered investment adviser, we're legally obligated to act as fiduciaries—putting your interests first, always. Our advisors hold the CERTIFIED FINANCIAL PLANNER™ designation, representing the highest standard in our profession.
📍 920 Memorial City Way, Suite 250, Houston, TX 77024 📞 713-827-8014 🌐 theadvocateswealth.com
Please see important disclosure information at https://www.theadvocateswealth.com/important-disclosures
Founded in 2012, Advocates Wealth Planning was born from a shared philosophy: money is merely a means to help families succeed on their own terms. We don't believe in cookie-cutter solutions or industry jargon. We believe in listening, understanding, and advocating.
SPECIALIZED EXPERTISE FOR ENERGY PROFESSIONALS
While we serve all types of families, we've developed deep expertise in the unique financial challenges facing Houston's oil & gas professionals. From volatile compensation structures to concentrated stock positions, we understand the energy industry's dynamics and create tailored strategies for wealth accumulation and preservation.
OUR APPROACH
✓ Comprehensive Financial Planning ✓ Investment Management ✓ Tax & Estate Planning ✓ Values-Based Wealth Strategies
As an SEC-registered investment adviser, we're legally obligated to act as fiduciaries—putting your interests first, always. Our advisors hold the CERTIFIED FINANCIAL PLANNER™ designation, representing the highest standard in our profession.
📍 920 Memorial City Way, Suite 250, Houston, TX 77024 📞 713-827-8014 🌐 theadvocateswealth.com
Please see important disclosure information at https://www.theadvocateswealth.com/important-disclosures