Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies. We do so by delivering highly tailored planning and comprehensive wealth management services to achieve immediate and long-term goals. Importantly, we are fiduciaries who always strive to advocate for the best interests of clients and provide objective advice and complete coordination across all aspects of financial life.

Investment advisory and financial planning services offered through Summit Financial, LLC (“Summit”), an SEC Registered Investment Advisor, doing business as Advocus Private Wealth (577 W Nationwide Blvd. Suite 302, Columbus, Ohio 43215; Telephone: 614.372.5200). The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements or recommendations. 06212021-0540

Advocus Private Wealth

Org chart

Teams

Offices