Wealth Advocates is an independent insurance agency located in the Washington D.C. Metro area. Wealth Advocates was founded in 2007, by Michael Burns who has over 10 years of experience in the insurance and financial services industry.
Since we are an independent agency we are contracted with over 100 highly rated insurance carriers to help serve our clients life & health and property & casualty insurance needs. Here is a list of the types of clients we can help best:
· Small to Medium Sized Businesses – Can assist with any of their employee benefit and business insurance needs.
· Associations – We offer packages to association members that include discounts on various insurances and other products and services.
· Banks – Partnership programs currently available with community banks in Virginia, DC, and Maryland.
· Individuals & Families – We offer a full range of life & health as well as property & casualty insurances to individuals and families.
· Professional Athletes – We offer various insurance coverage’s to professional athletes that are not found in the traditional marketplace and are specific to the sport the athlete participates in.
What makes Wealth Advocates unique is that we take a consultative approach to our clients. First we get to thoroughly know our clients situation, educate them as to their available options as well as make recommendations. Then we will go out in the marketplace and find the best and most cost efficient products that our clients have selected during the process.
If necessary we will coordinate the insurances we set up with our clients other advisors such as estate attorney’s, accountants, payroll companies, human resource director, etc..
However our job doesn’t stop there. We provide top notch customer service that is very responsive because we know our client’s needs don’t stop after they purchase an insurance product. In fact in most cases the relationship has just begun. Client reviews are performed on a regular basis to make sure the current coverages are adequate, they have the best product and price out in the market, and make any changes necessary.
Due to the many unique needs of our clients we have a large network of local professionals that we can refer you to upon request. Some common areas are estate attorney’s, business attorney’s, financial planners, business consultants, payroll specialists, COBRA administrators, mortgage brokers’, realtor’s, and many experts in the health and wellness arena.