Our Firm


As the middle class of America continues to disappear, it becomes more and more vital to educate and prepare individuals for their fiscal future. That is why Advant Wealth works alongside local non-profits and financial businesses to educate and empower those interested in better positioning themselves to live prosperous lives. Our mission is to bridge the gap between the classes by providing information, tools, and opportunities usually held privy to high net worth individuals.

An investment in knowledge pays the best interest.
– Ben Franklin

What We Do

Tailor-made Solutions

At ADVANT WEALTH, it is understood that when it comes to personal finances, there is no one-size-fits-all approach to realizing your financial dreams. With this in mind, we strive to deliver custom-fit solutions and opportunities specifically tailored to each client’s individual needs.

Honest Answers, Dedicated Service

By concentrating on realistic goals and hands-on personal service, we can be efficient and effective in providing you with the financial freedom you need. It is our hope, through commitment to strong ethics and integrity, that we can become a trusted and dependable resource to you on the path to success, helping you secure your vision for your future.

The Three Pursuits Of Wealth

Lifestyle, Longevity, Legacy

Why do you pursue wealth? What are you working toward?
The most common answers to these questions fall into three simple categories:
To use for current expenses, to save for the future, and to leave something behind to your heirs.

Lifestyle: To achieve the lifestyle of your dreams, more times than not this means to have a steady stream of income as well as enough free time to enjoy doing what you love. At Advant Wealth, we provide the tools, opportunities, and knowhow you need to attain extra streams of revenue while living the type of life that best fits you.

Happiness is not something you postpone for the future; it is something you design for the present. – Jim Rohn

Longevity: Life is a long term game. True, long term wealth is attained by making your money work for you through sustainable strategies, not quick money schemes. That’s why our priority is to guard our clients’ current wealth while focusing on growing it at the same time.We take care of what you’ve already earned so you can rest easy and focus on building your future.

The best way to predict the future is to create it. – Peter Drucker

Legacy: At the end of the day, we all work as hard as we do to provide for our loved ones and to leave something behind for them. If not planned properly, huge portions of your estate can disappear through taxation and fees, but this is easy to avoid if you pay attention to what you own and how you own it. Let us help you avoid a costly, time-consuming, and frustrating experiences for your heirs.

The great use of life is to spend it for something that will outlast it. – William James