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Whether you are a family, an individual, an attorney, a CPA/financial planner, or an advisor, Advocacy Trust is ready to be your advocate. Our company is made up of professionals with decades of trust industry experience and is well known for the caring support provided to individuals who have dealt with adversity and financial challenges. And unlike most retail trust companies, our professionals have worked on thousands of complex trust cases impacting a host of client situations.

 

About Advocacy Trust

Advocacy Trust is unique from other trust companies. It has built a holistic platform that provides traditional trust clients as well as plaintiff attorneys and their clients with the attention and guidance required to navigate the complexities surrounding their individual financial situation. Our extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.

 

Call our trust team today at 855-879-3436 to learn more about what Advocacy Trust can do for you.

 

To improve the lives of our clients, their families, and caregivers by providing a positive experience and economic impact through expert investment management, trust services, financial planning, and other support that effectively service their unique needs.

Trust Planning

Money Management

Government Benefits

Annuity Planning

Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.

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