Advocacy Trust:Dedicated to Serving You
Ready to Be Your Advocate
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 team has worked on thousands of complex trust cases impacting a host of client situations.
Advocacy Trust Celebrates 10 Years of Excellence in Trust and Fiduciary Services
Advocacy Trust, LLC proudly marks its 10-year anniversary, celebrating a decade of dedicated service in the trust planning and fiduciary management industry. Since its founding in 2015, Advocacy Trust has been a trusted partner for individuals, families, and attorneys, providing customized trust solutions tailored to each client's unique needs. [...]
Sword & Shield: The Forge Companies Blog
When we welcomed Montag & Caldwell (M&C) into the Advocacy Wealth Management (AWM) family in August 2024, it wasn’t just a business move. It was a purposeful step to strengthen our ability to deliver the highest level of care, planning, and investment solutions to a diverse client base.
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Trust Services That Stand Out From the Rest
As part of The Forge Companies, Advocacy Trust offers a holistic platform for trust clients as well as plaintiff attorneys and their clients, providing the attention, guidance, and personalized support needed to navigate even the most complex financial situations.
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What Sets The Forge Companies Apart
Since 2003, The Forge Companies have been a trusted partner to both legal professionals and clients, guiding them with clarity and care through every phase of the settlement process.
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A Name Forged in Justice - Still Guiding Us Today
When The Forge Companies were founded more than 20 years ago, every part of our identity was created with intention —from our name to our logo.
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The Forge Companies Announce Strategic Partnership with Attorney Rebecca Blount
The Forge Companies is pleased to announce they are teaming up with Rebecca Cameron Blount, a longtime friend of The Forge Companies, distinguished attorney, and owner of The Blount Law Firm, PA in Greenville, NC.
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Advocacy Trust Celebrates Major Milestone
Advocacy Trust, LLC Celebrates 10 Years of Excellence in Trust and Fiduciary Services
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Full Circle Coverage Announces New Partnership with Golden Bear
Full Circle Coverage Partners with Golden Bear Insurance to Expand E&O Insurance Solutions
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The Forge Companies Announce Andy Mayer as New Settlement Consultant
Bringing Nearly Three Decades of Banking Knowledge to Support Families and Enhance Settlement Planning Services
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Full Circle Coverage Included in UGA Bulldog 100
Congratulations to our team at Full Circle Coverage for being named to UGA Bulldog100.
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Every Step of the Way
At The Forge Companies, our commitment to clients extends beyond financial planning—we’re also here for life’s unexpected challenges.
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Heart of Forge: Atlanta Team Helps the Georgia Center for Child Advocacy
For this Heart of Forge spotlight, we are thrilled to highlight our Atlanta office! Last month, members of our Forge Consulting, Advocacy Trust, and Advocacy Wealth teams spent the morning with Zobida Dat and Jenifer Hossler from the Georgia Center for Child Advocacy (GCCA). Together, they assembled goodie bags for GCCA’s upcoming Trunk or Treat event.
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Heart of Forge: Shawn Mitchell Volunteers with the Iredell County Sheriff's Office
We are thrilled to highlight Shawn Mitchell, a Trust Officer on our Advocacy Trust team, for his incredible work with the Iredell County Sheriff's Office during their Youth Outdoor Education Week.
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Heart of Forge: Laura Schlesing and her dedication to Gigi's Playhouse of Charlotte
We are thrilled to highlight one of our Trust Officers, Laura Schlesing. Laura is a dedicated board member of Gigi's Playhouse of Charlotte, a remarkable Down Syndrome Achievement Center 100% volunteer-run with just two paid staff members.
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Advocacy Wealth Management and Montag & Caldwell Join Forces
The Forge Companies proudly announce their registered investment advisory firm, Advocacy Wealth Management (AWM), has joined forces with Montag & Caldwell (M&C), one of Atlanta's first independent investment advisory firms, to provide premier financial services.
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Heart of Forge: Charlie Feehan and his incredible volunteer work with Make A Miracle
We proudly highlight the President of Abacus Advisors, Charlie Feehan, for his incredible volunteer work with the non-profit Make A Miracle.
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The Forge Companies Announce Hillary B. Cranford as New Senior Financial Consultant
The Forge Companies attracts top talent with the addition of Cranford to the Settlement Planning team
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Advocacy Trust Expands Board of Managers
Advocacy Trust Welcomes Industry Veterans to Enhance Client Care Standards - Advocacy Trust (AT) is thrilled to announce the growth and expansion of its Board of Managers with the addition of Mrs. Leslie Coyle, CTFA, CFP®, Mr. Rob Ragsdale, CFP®, AIF, and Mr. Steven Stewart.
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IOLTA Accounting Made Easy
With the help of our Forge for Business partner, Abacus Advisor, understanding and managing your IOLTA account doesn't have to be stressful.
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A Testimonial From Our Friend Gibson Vance
We are incredibly honored to have our close friend Gibson Vance share his experience working with The Forge Companies.
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New Year's Insurance Checklist
Start your new year by ensuring you and your family are properly covered in 2024!
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Settlement Planning Services for You & Your Clients Made Easy
At The Forge Companies, we pride ourselves in providing a full range of settlement planning, wealth management, trust planning, and business administration services, making all aspects of the settlement process easy for you and your clients.
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More Than Just Insurance Coverage
At Full Circle Coverage, we pride ourselves on building personal relationships with clients so that we can best serve them and protect what matters most.
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Forge for Business - We Practice the Business of Law
Forge for Business provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses.
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Why Choose The Forge Companies
At The Forge Companies, we are ready to be your advocate.
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Tips to Ensure a Hauntingly Safe Halloween
Halloween is just around the corner, and we're all gearing up for a night of tricks, treats, and spooky surprises. But before you dive headfirst into the festivities, it's crucial to remember that safety should be a top priority.
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Mediation Time? The Forge Companies Can Help!
Allow The Forge Companies to be a dependable resource for you and your client right from the beginning and find comfort in the knowledge that we will continue to stand as strong advocates long after the mediation process concludes.
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Advocacy Trust Announces Opening of New York Office
AT Expands to New York Offering Top-Tier Trust Services
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AWM Insights - A Tale of Fat Tails
AWM's Robbie Wright provides a summary of the first quarter Insights from Advocacy Wealth Management.
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AWM Insights - December 2022
Advocacy Wealth Management provides periodic updates and insights into the financial markets.
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A Brief Modern History of the Federal Funds Rate & Inflation
From July 1983 to September 2022, the purchasing power of the consumer dollar in the U.S. declined steadily by a total of -66.3%, to a new low.
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The Benefits of Deferring Your Attorney Fees
As contingency-based attorneys, you don’t catch a lot of breaks. However, one benefit you do have is the unique option to defer your fees and delay the recognition of taxable income.
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AWM Insights - September 2022
Advocacy Wealth Management provides periodic updates and insights into the financial markets.
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2022 AAJ Annual Convention
The Forge Companies' Spooner Phillips and Tracee Wagner are in Seattle for the 2022 AAJ Annual Convention.
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Welcome to Sword & Shield
We look forward to telling you all about o...
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About Advocacy Trust
Advocacy Trust is unique from other trust companies. We have 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.
Our Mission
To improve the lives of our clients and their families by providing a positive experience through professional investment management, trust services, financial planning, and other support that effectively addresses their unique needs.
