Advocus Private Wealth

Columbus, Ohio

Call (614) 372-5200 Visit website →

About

Advocus Private Wealth is an independent, fee-only advisory firm in Columbus, Ohio that serves high-income professionals including business executives, entrepreneurs, athletes, entertainers, and multi-generational families. The firm addresses specialized wealth challenges such as concentrated stock positions, executive compensation structures, business succession planning, and complex asset protection through a range of services including goal planning, tax coordination, estate planning, and philanthropic strategy. As an SEC-registered adviser affiliated with Summit Financial, Advocus sources solutions from multiple custodians and professional partners rather than being limited to a single institution's offerings.

Firm details

Languages
English
SEC registered
No
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