AdvoWealth Advisors, LLC

AdvoWealth Advisors serves individual and high‑net‑worth clients, as well as trusts, estates and employer retirement plans, providing customized investment management, financial planning, and retirement plan consulting. The firm also implements held‑away asset management for defined contribution accounts and HSAs using a third‑party order management tool (Pontera) and leverages third‑party managers and model portfolios available through platform relationships.

Portfolios are tailored to client goals and may include individual stocks, mutual funds, ETFs, alternative investments and manager‑driven strategies, with analysis informed by fundamental, technical and modern portfolio theory techniques. Accounts are monitored on a regular basis and the firm often operates in a non‑discretionary capacity, obtaining client approval before effecting trades while still performing portfolio oversight and rebalancing activities.

Notable operational features include a materially larger share of non‑discretionary assets—approximately $39.5 million of the firm’s $53.5 million in regulatory AUM is managed non‑discretionarily—which is uncommon among similarly supported firms. The firm also participates in multiple custodian and platform arrangements (including access to model marketplaces and a bundled subscription program) and forwards proxy materials to clients rather than accepting proxy‑voting authority.