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.
Forge Capital provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses.
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.
Advocacy Trust specializes in litigation support, special needs trusts, and settlement administration.
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.
Sword & Shield
THE FORGE COMPANIES BLOG

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!