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