Advocate Wealth Solutions home

Dublin, Ohio

One office, one phone number, and someone who answers it.

Advocate Wealth Solutions is a small firm in Central Ohio, not a call center in another state. Whichever way you get in touch, you are reaching the same five people.

(614) 408-0004Book a Clarity Map Session

Three ways

Pick whichever you would actually use.

Call

(614) 408-0004

The fastest route to a person. Five people work here, so whoever answers can usually help or say plainly who can.

Email

info@advocatewealthsolutions.com

For anything that is not urgent, or when you would rather write it down than say it.

Visit

655 Metro Place South, Suite 440
Dublin, OH 43017

Call before you come. There are only a handful of people here, and an unannounced visit may find nobody free.

Get directions
Client LoginExisting clients: your portal at wealth.emaplan.comReserve a webinar seatThe upcoming schedule, and how to register

Or write to us here

We reply to everything

If you give us one, this is the number we call to arrange the time.

A sentence or two is plenty. It tells us who should reply.

We use this to answer you and nothing else. You are not being added to a list.

Or call (614) 408-0004

You may want a different firm

Same founder, separate practices.

If you already know you need the legal side or the tax side, going straight there is quicker. If you are not sure, either number works.

Before you call

Who to ask for, and for what.

  • What is the fastest way to reach the office?

    The phone. (614) 408-0004 reaches the Dublin office directly, and this is a small firm rather than a call center, so the person who answers can usually help or say plainly who can. Email to info@advocatewealthsolutions.com works for anything not urgent.

  • Do I need an appointment to visit?

    Yes, but call first. The address is 655 Metro Place South, Suite 440 in Dublin, and there are only a handful of people in the office, so an unannounced visit may find nobody free.

  • I’m an existing client and I need my account. Where do I log in?

    The client portal is at wealth.emaplan.com, and the Client Login link at the top of every page goes straight there. If you cannot get in, call the office rather than emailing. Password resets are faster on the phone.

  • I need the law firm, not the wealth firm. Who do I call?

    DuPont Law Group is the estate planning practice, on (614) 389-9711. Same founder, separate firm. If you are not sure which one you need, either number is fine. They will point you to the right one.