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Prior to Advisor Insurance, he was a wealth advisor at Buckingham Strategic Wealth and worked at Envestnet Financial Management, including sales and … We come alongside our clients and help them identify areas they are unknowingly and unnecessarily transferring their hard-earned wealth to others, and then incorporate time-tested and trusted strategies to accelerate their dreams and goals, whether in the business environment or in their family. Investors should consult with a financial, tax, or legal professional regarding their individual situation. As a wealth management firm, we don’t believe in a “one-size fits all” financial strategy. After graduating from high school Mr. McClanahan served 8 years on three different ships in the United States Navy and is a proud veteran of Desert Shield and Desert Storm. Forge is the parent company of both Advocacy subsidiaries. Forge Consulting is a national insurance agency. 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