Advocacy Trust, LLC

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Physical

153 Langtree Campus Drive Suite 102, Suite 102 (Corvid Building)

Mooresville NC 28117

704-654-0454

https://www.linkedin.com/company/advocacy-trust-llc/

https://www.advocacytrust.com

About

What makes Advocacy Trust different?

Advocacy Trust is unique from other trust companies. We have built a holistic platform tailored for trust clients, plaintiff attorneys, and their clients, with the attention and guidance required to navigate the complexities surrounding each individual financial situation. Our extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.

Helping People

Focused on people whose lives have been disrupted by an unexpected or catastrophic event.

Advice Driven

Offering individuals guidance tailored to their financial needs, rather than simply promoting product sales.

Simplifying the Complex

Navigating the complex rules surrounding government assistance, eligibility requirements, and other challenging financial topics.

Balancing Private vs. Public Benefits

Assessing the impact of private insurance versus the public benefit restrictions on a trust.

Over-the-Top Support

Recognizing that the needs of families and individuals extend well beyond what any single financial product can offer.

Our Mission

To improve the lives of our clients and their families by providing a positive experience through professional investment management, trust services, financial planning, and other support that effectively addresses their unique needs.