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© All Rights Reserved. ApplyBlast.com
The Forge Companies
The Financial Advisor in the Core Accounts Unit at Advocacy Wealth Management provides fiduciary-level financial planning and investment services to clients, primarily injured plaintiffs receiving lawsuit recoveries. The role involves managing a full client book, coordinating with attorneys and CPAs, and ensuring implementation of tailored financial plans while maintaining compliance and client relationships.
Headquarters
Atlanta, Georgia, United States
Company Size
51-200 employees
Founded
2003
The Forge Companies is a national group of financial and legal services firms dedicated to guiding plaintiff attorneys and their clients through the settlement planning process. Founded in 2003 as Forge Consulting, the group has expanded to include Forge Capital (financial services for attorneys and law firms), Advocacy Wealth Management (financial planning and investment), and Advocacy Trust (special needs trusts, litigation support, and settlement administration). The firm focuses on delivering coordinated, comprehensive solutions to bridge gaps in the legal and financial services industries.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for The Forge Companies.
The Forge Companies didn’t post a salary, so this is our estimate from similar listings.
23% above the average for this role