Forge Consulting and Advocacy Wealth Announce Advocacy Trust

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Industry professionals founded the rapidly growing trust company.

Advocacy Trust

We are excited about forming Advocacy Trust and what it allows us to do for our clients

Forge and Advocacy proudly announce the launch of Advocacy Trust, a Tennessee chartered trust company.

Industry professionals founded the rapidly growing trust company. Advocacy’s strategy is to provide hands-on customized services as unique as our clients’ needs. The specialized team is experienced in asset protection, generational and estate planning, medical and special needs trusts, and the full array of litigation based settlement planning services. Unlike other national competitors, Advocacy integrates annuities as an asset class, often mitigating the impact of the Affordable Care Act surtax, alternative minimum tax and ultimately reducing ongoing trust fees.

“Our clients want protection and predictable income or growth. Having a trust company represents a perfect fit with our existing services and investment management businesses and reinforces our commitment to providing customized solutions to help them achieve their goals. We are excited about forming Advocacy Trust and what it allows us to do for our clients,” said Spooner Phillips, CEO of Forge Consulting.

“In an era of massive trust company and financial institution consolidation, customers do not always receive the personal attention they deserve,” said Bob Hogan, the president and CEO of Advocacy Trust. “Medical care and special need trusts, in particular, require a high level of expertise and focused support. We provide our customers with the experts they need, simplifying what can often be quite complicated.”

About Forge Consulting:
Founded in 2003, Forge Consulting LLC serves plaintiffs and their attorneys with a full suite of services and products. The consultants at Forge provide a thorough analysis of settlement options on any litigation case, identifying the client’s best interests and providing multiple options in easy to understand terms. In addition, Forge helps clients plan for the complicated issues associated with government benefits preservation, asset protection, estate planning, debt planning, housing, healthcare, and more. To learn more about Forge Consulting, visit and see how confident you can be about your financial services partner.

About Advocacy Wealth Management:
Advocacy Wealth Management is an SEC-registered advisory firm focused on serving the needs of the plaintiff and their attorney(s) in the settlement process. Advocacy stands proudly at the forefront of the settlement planning industry, providing an objective assessment of options, turning abstract dollar signs and terms into tangible plans. Visit to learn more about Advocacy Wealth Management.

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Beth Allen
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