Private Wealth Managers, Financial Advisors, & Family Offices

Results Delivered.

7 out of 10

We work with clients referred from 7 of the top 10 wealth management firms


Families realize a 3:1 payback in time and cost savings


99% of private clients are satisfied with services


97% renew services

Common Industry Challenges

Your clients face rising healthcare cost and complexity with nowhere to turn. What should you do?

  • Healthcare is a “top-of-mind” and “wallet” issue for your clients.
  • Many private clients are individually insured, higher in age, and lack outlets to address growing healthcare complexities.
  • The average family spends 100 hours annually on health care related tasks.
  • More than 50% of ultra-high-net-worth families are not on corporate healthcare plans.
  • 60% of high-net-worth individuals report having healthcare issues with no place to go for help.
  • 79% of wealthy Americans cite rising health care costs as their #1 financial concern.

Our Value Proposition

Your private clients need help navigating the cost and complexity of today’s healthcare system. Medical Cost Advocate’s Concierge Advocacy services enable your clients to save time, reduce cost, and better navigate the healthcare system. We provide a dedicated Advocate with twenty years of experience and customize the services to meet the client’s insurance selection, billing, financial, and administrative navigation requirements. We enable them to realize more value from healthcare and achieve peace of mind.

  • You are a trusted advisor on the most important aspects of client lives, including financial wellbeing, investment, and risk.
  • Health is the only priority that trumps wealth for most families.
  • Your clients turn to you for important life decisions. They will trust you for insurance and healthcare matters. You can trust Medical Cost Advocate to deliver assistance.
  • Referring MCA Concierge Advocacy is consistent with helping clients proactively address life’s greatest risks, costs, and changes.
  • The benefits of solving these “life issues” for your clients increases the value they realize and further endears them to your firm. It also helps differentiate your services.
  • We provide a complementary consultation with your client to customize our services for their needs.


Who Will Benefit

Our services are trusted and referred by the most selective and prestigious firms, including:

  • Private Clients (directly)
  • Private Wealth Managers
  • Financial Advisors
  • Investment Trusts
  • Single and Multi-Family Offices
  • Health Advisors
  • Attorneys and Accountants

Recommended Services

Concierge Advocacy for Families

Insurance and Medicare Consultation

Executive Concierge Advocacy

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