challenge the status quo.
an American to the moon.
peace for all people.
What Do You Want to Do?
Advocate + Vision = Advo∙sion
A Fee‐Only Fiduciary Serving Clients Nationwide
We help people align their financial resources with their personal values.
Through our Nimble Planning and Intentional Investing services, which may be provided in tandem or independently, we help business leaders and people addressing major transitions or life events (like retirement, divorce, the death of a loved-one, the sale of a property or the sale of a business) gain clarity and confidence, while saving time and making better financial or investment decisions.
Advosion is a virtual firm of complementary experts who all have decades of experience, led by Scott Pruski.
- Because life is uncertain, we are nimble.
- Because markets are fickle, we are strategic.
- Because time is precious, we make the most of it.
An Advocate for You.
Our work starts with clarifying your values, priorities, aspirations and concerns. We explore your “essentials” before your financials. I listen to understand, not just respond. With a better understanding of you, I can make a more-valuable difference for you.
By combining my insight and experience from guiding clients over three decades, with the expertise of various specialists who are available as needed, I will help you make the most of your time, skills, energy and money – for you and the people you care about.
Not for Everyone
Are We Right for You?
Financial Planners and Investment Advisers commonly have hundreds or thousands of clients. Mine are limited to 30. While others want one or two new clients every week, I only want one or two per year.
Serving a limited number of clients, with similar priorities and interests, enables me to be more attentive, proactive and valuable.
- If you want a big fancy office, more than a partner with experience and expertise, I wish you luck.
- If investing is a hobby or competition for you; we are not a good fit.
- If money is your scorecard; we are not aligned.