At BASILICA We Believe Luck is Where Preparation Meets Opportunity.

Life is dynamic and when life changes so do your financial circumstances. We can help you prepare financially for life changing events. Whether it's starting a new career or preparing for retirement and leaving a legacy to your grandchildren. We provide a financial compass to help you prepare, plan and navigate every stage of your life.


We Can Help You Financially Prepare for All Challenging Life Changing Events

  • Loss of a Spouse
  • Inheritance
  • Transitioning Careers
  • Starting a Business

  • New Baby
  • Marriage
  • Divorce


These Life Changing Events Lead to Financial Plans for All Aspects of Life

  • Investment Analysis
  • Risk Analysis
  • Goal Projections
  • Retirement Projections

  • Tax Planning
  • Education Planning
  • Eldercare Planning
  • Estate Planning

  • Charitable Giving
  • Insurance Needs
  • Long-Term Health Care


Whether you are just starting to build your team of wealth management professionals or looking to bring on a specialist, we will work with you on a collaborative and proactive basis to prepare for your future.


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Disclaimer for Third Party

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, CA, & NC

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice and Financial Planning is offered through Financial Advocates Investment Management, LLC, a Registered Investment Advisor, DBA Basilica Wealth Management which is a separate entity from LPL Financial.

Boutique Approach

We believe the only way we can truly offer a boutique client experience is to keep the size of our client base manageable.  We are committed to delivering a fee efficient model by avoiding the cookie cutter type investing most other firms, large and small employ. Read More...

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