Broker Check

Strategic Relationships

Wealth Advocate Group is a determined team of financial professionals that independently serves as an advocate to help you achieve your financial goals and dreams. In order to fulfill our mission of service to our clients, we have been aligned with two strong and resourceful organizations since our inception: Stratos Wealth Partners and LPL Financial.




About Stratos Wealth Partners 

Jeff Concepcion, Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Dave joined Stratos in February 2009 as a founding partner.  This strategic partnership with Stratos Wealth Partners, a registered investment advisor, allowed Wealth Advocate Group to put clients’ best interest first under fiduciary financial management.

Stratos Wealth Partners provides advisors and their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Stratos' advisors provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and conflicts commonly found in most large brokerage firms and investment banks.

Stratos Wealth Partners provides the infrastructure, resources and support necessary to allow financial advisors to focus on their core competency—advising their clients. And that, in turn, allows their clients to focus more time and energy on their own passions in life.

Headquartered in Beachwood, Ohio, Stratos has a national network of distinguished, experienced financial advisors and financial planning practitioners spread throughout the country, all powered by LPL Financial, member FINRA/SIPC.

To learn more about Stratos Wealth Partners, visit: www.stratoswealthpartners.com.



About LPL Financial 

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under the ticker symbol LPLA. The firm’s focus is on helping advisors like Wealth Advocate Group to build and grow their practices while doing what is right for their clients through a caring-first approach. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's services and resources to help them provide financial guidance and recommendations to help achieve their clients' goals and dreams.

To learn more about LPL Financial, visit www.lpl.com.