At BASILICA you are the Relationship Architect ™.

Together we will customize your BASILICA relationship, where you will control the price with the BASILICA Pricing Pledge, and own a goal oriented portfolio for your needs, not ours.

Relationship Architect Survey

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.

Share Basilica Wealth Management

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...

BASILICA Wealth Management‎

Keep up to date with all BASILICA news. Don't miss out on the latest market trends and advice.

Get In Touch