Ad Valorem Advisors
Your Trusted Partner in Tax Strategy, Tribes, Trust Formation, and Credit Restoration
At Ad Valorem Advisors, we provide tailored solutions in three key areas: tax filings and consulting, tribes, trust formation and management, and credit restoration 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 5 Decades In The Industry
At Ad Valorem Advisors, we bridge strategy with service—offering trusted guidance in trusts, tribes, taxes, and credit 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 — from setting up tribal and asset-protecting trusts to restoring damaged credit and ensuring proper tax compliance. Every client’s 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.
AWARD WINNING FIRM
Our Company Profile
Ad Valorem Advisors is a boutique financial consulting firm specializing in trust formation, tax strategy, and credit restoration.
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
Tax Consulting & Filing
Custom Quotes
Individual tax prep
Business tax consulting
Nonprofit tax support
Custom tax solutions
Custom Quotes After Appointment
Credit Restoration
Custom Quotes
Personalized credit plans
Dispute & correction support
Affiliate-backed overflow help
Case-by-case assistance
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
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Testimonials
People Love Us
I came in overwhelmed with tax issues and poor credit, 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: 136 Madison Avenue, New York, New York 10016
Assistance Hours
Mon – Fri 10:00am – 4:00pm EST
Saturday & Sunday – CLOSED
Phone Number:
Coming Soon!
Office:
136 Madison Avenue
New York, New York 10016
Call
(646) 488-8228 Ext. 3
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.