The Wealth Advocate

The Wealth Advocate

5.0 (2)
Best of 2019
2 employees
11 years in business

About this pro

I am one of only a few advisors (3) in Pennsylvania to hold the Certified Financial Fiduciary designation. This means that I hold my clients best interest before my own in any financial advice given.

I work with individuals ready to retire and business owners. I also add tax savings as an added feature to the retirement planning advice that I provide.

I have over 40 years in the business world and have seen many problems and issues in my life as a financial advisor. I have been able to solve retirement concerns as well as help clients with major financial decisions such as college funding etc.

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I love helping people accomplish thier financial goals and watch and share their joy in their success. I love meeting other family members who may also share in the benefits of what I do to help them succeed. 

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2 Reviews


  • Bill Q.

    Roy helped me build a safe and growing retirement without the hassle of being worried on how to put it together.

  • Jim. D.

    Roy is and honest and caring financial advisor. Roy is certified as a fiduciary and I really like working with him.

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What is your typical process for working with a new customer?

1. A short phone conversation to see if we are a good fit and determine what next steps should be.

What education and/or training do you have that relates to your work?

I have a Bachelors of Science in Business and also have the education and training from the National Association for Certified Financial Fiduciaries. I am licensed in the states of Pennsylvania, North Carolina, South Carolina and Oklahoma. to provide insurance and investment advice. I also have a series 65 license which allows me to provide investment advice for a fee.

Services offered