Advocacy Financial, LLC

EST. AUM
$103,416,660

CONTACTS

CLIENT ACCOUNTS
289

Firm Details

Metro area New Orleans
CRD Number 305954
Website advocacyfinancial.com
Client types

Overview

Advocacy Financial, LLC is a Covington, Louisiana-based independent wealth management firm founded and led by Joseph M. Prisco Jr., JD, CFP®. The firm provides fiduciary-based comprehensive financial planning, discretionary portfolio management, and estate and legacy planning to individual and institutional clients. Utilizing a consultative approach, the firm specializes in designing tailored investment strategies and provides consulting for employer-sponsored retirement plans, such as 401(k) and profit-sharing plans, emphasizing personalized stewardship and risk management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Advocacy Financial, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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