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Client Advocacy Partners


Client Advocacy Partners (CAP) is a group of advisors that are committed to furthering their knowledge and seeking creative and timely planning solutions for their clients. As an active part of CAP, we leverage the experience of eight selected leading advisors throughout the nation who collectively oversee more than a billion dollars in assets. As a member of CAP, your advisor has access to the accumulated experience of these professionals who are analyzing and implementing advanced financial strategies on a daily basis. CAP's expertise and collaborative approach gives us intellectual depth that adds value to our practices and most importantly to the clients we serve.

Matthew Condon

CFP

Boston, MA                

Brian Rosenbaum

CFP

Valley, MD                   

 Ryan T. Fleming

CFP, MSFS, ChFC, CLU, CASL, AEP

Bellevue, WA

William P. Holmes

ChFC

 Wayne, PA

Andrew Gardner

  CFEd, CFP

Addison, TX

Todd Jakubik

CFP

Tinton Falls, NJ

 Michael L. Scott

CLU, ChFC, CFP

Oshkosh, WI

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