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Financial Advocates, LLC (FA) and their Hybrid RIA, Financial Advocates Investment Management (FAIM), provide servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or pure RIA model to achieve greater independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing and investment management. Financial Advocates and Financial Advocates Investment Management provide services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff. Financial Advocates, Financial Advocates Investment Management, and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit  www.financialadvocates.com.

Angela Vlach

President and Chief Executive Officer

Award Category
Asset Managers: Corporate Social Responsibility/Diversity
Initiative
PIP Program Expands Awareness Through Invest in Others Awards Nominations
In 2018, Financial Advocates launched the Partners in Philanthropy Program (PIP), serving to acknowledge and further promote the efforts of financial advisors who give their time, talent, and resources to help local, national, and worldwide charities solve pressing problems. Through a series of marketing and public relations activities, PIP serves to spark a contagious culture of philanthropy among all Financial Advocates’ advisors, the clients they serve, the financial services industry, and the world at large. In 2019, the PIP program expanded by nominating PIP participating advisors for the Invest in Others Awards.
Resources

INSIGHTS

Three Common Concerns Clients Have During an Election Year and How to Address Them
It’s an election year, which means you cannot avoid politics. How can you help your clients fight their fears and focus on their financial plans?

ARTICLE

The Psychology of A Retiring Advisor
After decades in a work-focused social environment, retiring can be an extreme change; but it doesn’t have to be.
PUBLICATION
The Advisor Tipping Point
How long does it take for an advisor to reach their tipping point? The timing varies as much as their reason for finally saying, “Sayonara!”