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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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