Quick Math Quiz
AD Valorem Advisors
Your Trusted Partner in Business Consulting, Trust & Entity Formation, and Financial Planning Services
At AD Valorem Advisors, we provide tailored financial solutions: consulting, tribes, trust formation and management, and financial planning services. Whether you’re an individual, a small business, or a nonprofit, our team is here to guide you through every step with precision, professionalism, and discretion.
WELL KNOWN & TRUSTED
Over 3 Decades In The Industry
At AD Valorem Advisors, we bridge strategy with service—offering trusted guidance in trusts, tribes, and financial planning, so you can protect what matters, resolve what’s urgent, and build what’s next.
What We Do
We specialize in helping clients navigate complex financial matters with confidence — Every client’s financial situation is unique, so we offer custom-quoted services and personalized support built around your needs.
Our Core Value
Integrity over convenience. We prioritize what’s right over what’s easy—ensuring every client solution is built on transparency, ethics, and long-term benefit.
OUR CLIENTS' VISIONS IS OUR GOALS TO ACHIEVE
Our Company Profile
AD Valorem Advisors is a boutique financial consulting firm specializing in trust formation, and financial planning.
We deliver custom, compliance-driven solutions for individuals, businesses, and nonprofits seeking control, clarity, and peace of mind.
MOST AFFORDABLE
Our Services, Simplified
Custom financial solutions for trusts, taxes, and credit restoration—tailored to fit your needs, timeline, and legal goals.
Trust Formation & Trustee Services
Custom Quotes
Private trust structuring
Custom trust formation
Professional trustee service
Estate protection planning
Custom Quotes After Appointment
Tribal Trust
Custom Quotes
Sovereign entity structuring
Tribal asset protection
Intergovernmental compliance
Custom tribal trust planning
Custom Quotes After Appointment
Financial Planning
Custom Quotes
Protect Your Family’s Financial Future
Build Tax-Efficient Wealth Over Time
Secure Business & Legacy Continuity
Customize Risk Management Solutions
Custom Quotes After Appointment
OUR TEAM
ras b.
Chief Executive Officer
amara B.
President of Finance
Alphonso h.
Executive Vice President
john c.
Sales Manager
Get Free Consultation
In Your Area
Pick Your Service to Schedule an Appointment.
Testimonials
People Love Us
I came in overwhelmed with financial issues, and left with a plan, real progress, and peace of mind. They didn’t just talk — they delivered.
— Danielle Reyes, Small Business Owner
Ad Valorem Advisors helped me navigate a complex trust setup with confidence and clarity. Their attention to detail and transparency made the entire process feel secure from start to finish.
— Michael Trent, Small Business Owner
Get In Touch
Email: [email protected]
Address
Office: 8 The Green STE A, Dover, Delaware 19901
Assistance Hours
Mon – Fri 10:00am – 4:00pm EST
Saturday & Sunday – CLOSED
Phone Number:
(800) 497-1860
Office:
8 The Green STE A
Dover, Delaware 19901
Call
(800) 497-1860
Email: [email protected]
Site: www.advaloremadvisors.net
Copyright 2025. All rights reserved
AD Valorem Advisors is not a law firm, CPA firm, or licensed financial institution. We act as advocates and consultants, and we collaborate with licensed professionals where appropriate to support client outcomes.