Advocate Wealth Solutions
Your Financial Advocate
5.0
Full-service, fee-based financial planning firm committed to unbiased, holistic financial guidance.
About
Advocate Wealth Solutions is a full-service, fee-based financial planning firm committed to helping clients pursue their financial goals through unbiased, holistic approaches. Founded by Gregory S.
DuPont, a Certified Financial Planner and attorney, the firm integrates legal and financial expertise to provide personalized, ethical financial advocacy. Services include asset management, retirement planning, tax planning, estate planning, and specialized tax services through their sister company, Ohio Tax Advocates. The firm emphasizes client education, goal definition, and tailored strategies to optimize financial outcomes and protect assets.
Services
Reliable Retirement Income
Reduce unnecessary risk in your portfolio with an optimized income strategy.
Minimize Taxes
Cut your tax bill and leave more income for your family.
Eliminate Debt
Become Debt Free 4 Life™.
Invest Smart
Protect you from emotional investing, maximizing potential for success.
Plan Wisely
Ensure that your estate plan is taken care of when your assets pass to your heirs.
Protect Your Assets
Protect your life savings from the devastating costs of healthcare.
Credentials & Certifications
Reviews
