Wealth Advocate Group

Financial Advising
Hours: Wealth Advocate Group was founded with a mission of providing advice in the best interest of our clients. Our team, including CFP® & CFA professionals, provides financial planning services under the same fee as asset management, helping ensure our clients’ investment portfolios are working with their financial plan. Securities offered through LPL Financial, Member FINRA/SIPC. (finra.org/sipc.org) Investment advice offered through Stratos Wealth Partners, Ltd., a registered Investment Advisor. Stratos Wealth Partners and Wealth Advocate Group LLC are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

• 0.15 miles

  

  Michael Smith - TIAA Wealth Management Advisor - Two Chagrin Highlands, 3000 Auburn Dr Suite 150, Beachwood Financial Planners
• 0.15 miles

  

  TIAA Financial Services - 3000 Auburn Dr Suite 150, Beachwood Financial Planners, Banks & Credit Unions
• 0.21 miles

  

  Wealth Strategy Advisors, LLC. - 2000 Auburn Dr #200, Beachwood Financial Planners
• 0.61 miles

  

  U.S. Bank – Wealth Management Banker: Sheridan Mclean - 24700 Chagrin Blvd, Beachwood Financial Planners

1. Beachwood, Ohio