In August 2024, Advocacy Wealth Management joined forces with Montag & Caldwell to provide premier financial services. This partnership allows Advocacy Wealth Management to provide clients with access to Montag & Caldwell’s investment strategies and expertise.
Charlie Markwalter, CEO of Montag & Caldwell, expressed his enthusiasm, saying, “Montag & Caldwell has a rich history of offering proprietary investment products. Advocacy Wealth Management specializes in assisting clients with complex financial planning needs. By bringing together Montag & Caldwell’s eight Chartered Financial Analysts with Advocacy Wealth Management’s ten Certified Financial Planners, we are well-positioned to deliver exceptional solutions to all our clients.”
Tommy Johnson, CEO of AWM, stated, “This partnership allows us to diversify our revenue streams into business lines where we previously had limited presence, such as institutional investments and ultra-high-net-worth clients.”