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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.

Our Process

Matthew Condon

CFP

Boston, MA                

Our History

Brian Rosenbaum

CFP

Valley, MD                   

Our Values

 Ryan T. Fleming

CFP, MSFS, ChFC, CLU, CASL, AEP

Bellevue, WA

Our Process

William P. Holmes

ChFC

 Wayne, PA

Our History

Andrew Gardner

  CFEd, CFP

Addison, TX

Our Values

Todd Jakubik

CFP

Tinton Falls, NJ

Our Process

 Michael L. Scott

CLU, ChFC, CFP

Oshkosh, WI

Our History

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Our Values

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