Your Needs.
Our Team.
Trusted Advice.

Your Needs.
Our Experts.
Trusted Advice.

The Forge Companies provide your clients with immediate access to qualified professionals who help protect their settlement recovery while offering a newfound sense of financial freedom. Our team includes multiple individuals holding the professional designations of CTFA, JD, MFP, RSP, CSSC, and CTEP.

Use the links below to visit our three websites and learn more about what each company can do for you and your clients, or call us today at 866-683-6743 to learn more. You can also request a telephone call using the contact form on this page.
Forge Consulting provides plaintiffs and their attorneys with professional settlement planning.
Visit ForgeConsulting.com
Forge Capital provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses.
Visit ForgeCapital.com
Advocacy Wealth designs financial plans to meet the unique needs of clients. Our investment portfolios target absolute total returns after fees. Portfolio construction protects against drawdowns first, then captures growth with reasonable risk.
Visit AdvocacyWealth.com
Advocacy Trust specializes in litigation support, special needs trusts, and settlement administration.
Visit AdvocacyTrust.com

Join the Forge Team

At The Forge Companies, leave an impact on people's lives, shaping their future for a better tomorrow while finding fulfillment in knowing that your dedication and skill make a meaningful difference. Join us and be part of a team where your efforts not only support clients but also bring you a deep sense of satisfaction and purpose.

Explore Careers

Sword & Shield

THE FORGE COMPANIES BLOG

Image of Rebecca Blount
March 3, 2025
The Forge Companies is pleased to announce they are teaming up with Rebecca Cameron Blount, a longtime friend of The Forge Companies, distinguished attorney, and owner of The Blount Law Firm, PA in Greenville, NC.
February 13, 2025
Advocacy Trust Celebrates Major Milestone
December 19, 2024
Full Circle Coverage Announces New Partnership with Golden Bear
December 12, 2024
Full Circle Coverage Included in UGA Bulldog 100
Image of Andy Mayer
November 22, 2024
Bringing Nearly Three Decades of Banking Knowledge to Support Families and Enhance Settlement Planning Services
October 24, 2024
At The Forge Companies, our commitment to clients extends beyond financial planning—we’re also here for life’s unexpected challenges. Our team is dedicated to providing top-tier services by designing customized plans that address immediate and future needs, ensuring our clients are supported through every phase of their journey. If you’d like to learn more about how we can help your clients, connect with us today!
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