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.
Working with The Forge Companies
Our team is our family, and our goal is for our clients to feel the same by creating an environment that feels like home to all. We have over 150 teammates with experience in financial, legal, compliance, operations, and marketing services. Together, we have worked to build our core values of trust, respect, excellence, empathy, and selflessness, allowing us to build genuine, lasting relationships with our clients and with each other.
“I am truly grateful for our company’s focus on putting family first. Having a CEO whose philosophy is, ‘If we do not take care of ourselves and our loved ones, we will not be able to provide the kind of care our clients need and deserve.’ This speaks volumes for our culture and leadership.”
Beth Allen
Chief Relationship & Marketing Officer
What We Do
For over 20 years, The Forge Companies have been dedicated to guiding plaintiff attorneys and their clients through the entire settlement planning process. We began in 2003 as Forge Consulting, a national insurance agency providing structured settlement and annuity services to plaintiffs and their attorneys. We later established Advocacy Wealth Management to complement our existing annuity planning services and Advocacy Trust, which offers a wide range of trust administration with a focus on special needs trust and settlement trust. More recently, we expanded services through Forge for Business, providing a broad range of financial and business services tailored to the needs of contingent fee attorneys, law firms, and general businesses.
Our Core Values
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Trust
We work for and value creating trust in all relationships.
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Respect
Respect for all people is our strength.
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Excellence
We are a world class organization.
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Empathy
Our primary concern is how decisions and actions impact others.
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Selflessness
We act not for ourselves, but for others.
The Forge Inclusion Network
The Forge Companies Inclusion Network provides resources, activities, and professional development to attract, retain, educate, and empower our team members. Each group seeks to be a strong partner within the company to ensure equity of opportunity and recognition for all.
"Our leaders respect and take into account our ideas. We are encouraged to grow personally and professionally."
Jazziel Palacios
Financial Client Associate, Advocacy Wealth Management
Perks & Benefits
Competitive Salary
Medical, dental, vision, & disability insurance
401(k)-match program
Paid parental leave after birth or adoption
Dedicated PTO for volunteer work
Room for personal and professional growth
"The culture here is just awesome! I enjoy my job because it allows me to meet so many people and learn so many things, it's very encouraging to come to work every day!"
Angela Walker
Trust Administrator, Advocacy Trust
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