Who we work with

Almost everyone comes to us at a turning point, not a starting point.

Name: Advocate Wealth Solutions
Address: 655 Metro Place South, Suite 440, Dublin, OH, 43017, US
Telephone: (614) 408-0004
Price range: Fee-based

A retirement a few years out. A husband who handled the money and is gone. A business under offer. A practice that has earned well for twenty years and been protected for none of them. Find your own situation below. You will know within a paragraph whether we understand it.

Find your situation

Which of these sounds most like you?

Each page starts with what people in that position tell us, then what tends to go wrong for them, then what we would actually look at.

Pre-retirees & retirees
You finished saving. Now everything runs the other way.
For decades money came in every month whether you thought about it or not. Then it stops, and every decision reverses. That reversal is the whole problem, and almost nothing about the advice you got while you were saving applies to it.
This sounds like me
Widows & women leading alone
He took care of the finances. Now it is all on you.
The noise of family, lawyers and well-meaning friends fades, and you are left with the stack in front of you, where every account, every decision and every signature now depends on you. Nobody hands you a system for that. This is the system.
This sounds like me
Business owners selling or sold
The sale is the biggest financial event of your life. It is also the shortest.
You ran a P&L for twenty years and you know how to read a deal. What almost nobody gets a second attempt at is the tax and structure work around a sale, most of which has to happen before the close, and all of which is judged afterward.
This sounds like me
Physicians
You earn like the top of the market. Very little of that is protected by default.
Medicine gives you serious earning power and almost no structural protection to go with it. High income, personal liability exposure, a late start on compounding and a tax profile nobody optimized. None of that is something the practice, the hospital or the group is responsible for solving.
This sounds like me
Dentists
One lawsuit can take what you have built. So can one sale, done badly.
Dentistry gives you enormous earning power. Earning power alone does not translate into a protected future. Structure does. And the two events most likely to decide how yours ends are a claim you did not expect and a practice sale you only get one attempt at.
This sounds like me
Ohio public-pension retirees
OPERS or STRS? Call us. This one is quicker on the phone.
Pension against lump sum, what happens to the health-care component, and how a public pension changes your Social Security. These turn on the current rules of your specific plan, and they are worth ten minutes with someone who has the rules in front of them rather than a page you have to interpret.
(614) 408-0004 · Dublin, Ohio. Ask for the pension conversation.

Start here

More than one of these describes you?

That is usually the case, and it changes nothing about where to start. A Clarity Map Session begins in the same place either way: what you have, what it will be taxed at, and whether your documents agree with your accounts. Free, and no obligation afterward.

Book a Clarity Map Session Or call (614) 408-0004

30 minutes · No cost · No obligation

Almost everyone comes to us at a turning point, not a starting point.

Which of these sounds most like you?

You finished saving. Now everything runs the other way.

He took care of the finances. Now it is all on you.

The sale is the biggest financial event of your life. It is also the shortest.

You earn like the top of the market. Very little of that is protected by default.

One lawsuit can take what you have built. So can one sale, done badly.

OPERS or STRS? Call us. This one is quicker on the phone.

More than one of these describes you?