Advocate Wealth Solutions

Your Financial Advocate

Financial planner in Dublin, OH (show on map)

5.0

★★★★★

1 reviews

Full-service, fee-based financial planning firm committed to unbiased, holistic financial guidance.

Call (614) 408-0004

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About

Advocate Wealth Solutions is a full-service, fee-based financial planning firm committed to helping clients pursue their financial goals through unbiased, holistic approaches. Founded by Gregory S.

DuPont, a Certified Financial Planner and attorney, the firm integrates legal and financial expertise to provide personalized, ethical financial advocacy. Services include asset management, retirement planning, tax planning, estate planning, and specialized tax services through their sister company, Ohio Tax Advocates. The firm emphasizes client education, goal definition, and tailored strategies to optimize financial outcomes and protect assets.

Full-service, fee-based financial planning

Independence from product influence

Integration of legal and financial expertise

Holistic, client-centered approach

Services

Reliable Retirement Income

Reduce unnecessary risk in your portfolio with an optimized income strategy.

Minimize Taxes

Cut your tax bill and leave more income for your family.

Eliminate Debt

Become Debt Free 4 Life™.

Invest Smart

Protect you from emotional investing, maximizing potential for success.

Plan Wisely

Ensure that your estate plan is taken care of when your assets pass to your heirs.

Protect Your Assets

Protect your life savings from the devastating costs of healthcare.

Credentials & Certifications

Certified Financial Planner (CFP)

Since 2014

Juris Doctorate (JD)

Since 1992

Bachelor of Science in Business Administration

Since 1989

Reviews

Rating

★★★★★

Reviews

"Greg understands this reality better than most."

Frequently Asked Questions

What does it mean to be a Certified Financial Planner? +

A Certified Financial Planner (CFP) is a professional who has completed rigorous education, examination, and experience requirements to provide comprehensive financial planning advice.

How can we help you? +

We provide asset and portfolio management, retirement planning, tax planning, estate planning, and specialized tax services through our sister company, Ohio Tax Advocates.

Why do clients choose Advocate Wealth Solutions? +

Clients choose us for our holistic approach, independence from product influence, and personalized, unbiased guidance tailored to their financial goals.