Since selling my RIA in 2022, I have worked with Advisors and Firms in a variety of ways, with most of my focus being on business transitions and Advisor marketing.

As the industry exists today, there aren’t a lot of independent, unbiased consulting options for Financial Advisors looking for objective guidance. Everyone is trying to sell something.

The mission of Advisor Advocates is simple: I have over 15 years of diversified experience in the wealth management industry, and I sell this experience as a service to Advisors and Firms.

Whether you are looking to grow, move, or sell your business, I believe I may be able to help and I’d love to chat.

-Garrett Layell

Founder