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Advocate Wealth Management

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About Advocate Wealth Management

Advocate Financial Management is fee-only financial planning and Registered Investment Advisory firm based in Arlington and service the Greater Boston area including Arlington, Belmont, Cambridge, Lexington and Winchester, MA. As a Certified Financial Planner (CFP), Certified Public Accountant (CPA) and trusted fee only advisor, founder Timothy J. Haley takes a holistic approach, specializing in retirement planning, elder planning and investment management. Offering DFA Funds from Dimensional Fund Advisors.

Location & Directions for Advocate Wealth Management

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385 Concord Ave, Belmont, MA 2478
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Services Advocate Wealth Management Offers

Comprehensive financial planning, retirement planning, elder planning, estate planning, investment management and end of life planning

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