Advocate Fiduciary Services is Northern California’s most trusted fiduciary firm, offering comprehensive private fiduciary and financial advisory services with over 50 years of combined experience. Specializing in asset protection and personalized client care, the firm stands out through its fee-only, commission-free approach and team of certified professionals dedicated to upholding the highest standards of integrity and confidentiality.
Guided by core values of integrity, professionalism, leadership, and teamwork, the firm provides tailored solutions for individuals seeking expert management of their financial and personal affairs. Their team includes registered financial consultants, chartered retirement planning counselors, and personal financial specialists, focusing on long-term client well-being through transparent, ethical advice aligned with each client’s unique goals.
Services Offered
- Private Fiduciary Services
- Fee-Only Financial Planning
- Fiduciary Investment Advisory
- Trustee Services
- Successor Trustee Selection Guidance
- Estate Protection and Management
- Durable Power of Attorney (DPOA) Setup and Management
- Financial Affairs Management
- Personal Care Management
- Retirement Planning
Serving clients throughout Northern California, including Lincoln, the firm is recognized for its excellence, having been voted best fiduciary in the community in 2022. Their services are ideal for individuals and families seeking professional, trustworthy stewardship of their assets and personal welfare.
