655 Metro Place South,
After about ten years of practicing law, I had seen too many examples where the legal and financial services industries harmed my clients. I decided to look for a different way. The final straw came in connection with defending a family in a Trust Dispute. The deceased mother had attorneys and financial advisors but didn’t trust them enough to call upon them when she wanted to change her estate plans. She reached out to her family instead. This choice ultimately caused the family to lose hundreds of thousands of dollars, all because she didn’t have a close enough relationship with her “advisors” to rely on them.
I resolved that I would do everything in my power to prevent this from happening to people that entrusted me with the role as their attorney. I decided to build upon my formal education in tax, accounting, and finance. I became an attorney that took responsibility for financial outcomes for my clients. I learned the tools of the financial services industry, spent time with a national financial advisory firm, and pursued the additional education and testing necessary to become a Certified Financial Planner.
I left that national firm in 2009 and formed DuPont Wealth Solutions, LLC (now Advocate Wealth Solutions) to provide cross-disciplinary solutions for my client’s financial needs free from any institutional or product bias. While the initial vision was to support the clients of my law practice, we have expanded over the years to work with people throughout the country seeking an advocate for their financial future.
Today, my clients can give me a call and ask for advice without worrying about the hourly billable factor. It’s important to me to bring value and deliver solutions. I’m accustomed to working with clients as a fiduciary and a financial advocate. I describe myself as “a friend in the law”, and that’s exactly what I aim to be. Really, it’s not difficult given that I’m a Columbus native, and the people here truly are my friends and family.
It is my goal to bring together the best available resources for my clients. My team was put together with the central principle of providing first class service in an unbiased, professional manner. We take pride in building long-lasting deep relationships with our clients.
If you are looking for independent guidance and analysis of your financial needs, we welcome the opportunity to meet with you and to be of service.