Senior Advocacy Group

What Senior Advocacy Group does

Senior Advocacy Group (SAG) is a Florida public benefit corporation founded in 2020 and headquartered in Naples, Florida, that delivers professional fiduciary and life management services to older adults and vulnerable individuals. Its core offerings are organized around three pillars: Trusted Agent Services (independent trustee, agent under durable power of attorney, healthcare surrogate, and professional guardian court appointments); LifeCare Management (personal records organization, bill pay and cash management, caregiver coordination, facility placement, and insurance claims advocacy); and Asset Recovery and Exploitation Prevention (bank and investment account monitoring, credit card activity review, fraud investigation, and exploitation resolution). SAG also operates an affiliated Fiduciary Associates, LLC (founded 2016) that provides trust and estate administration, and a 501(c)(3) nonprofit, Senior Safety Matters, that delivers pro bono services and elder-abuse prevention education.

The company runs no proprietary technology platform; service delivery relies on standard business tools for case management, financial monitoring, and client communications. Revenue is generated exclusively through professional services fees for fiduciary engagements and ongoing care management, with pricing not publicly disclosed and engagements initiated via complimentary consultations. SAG sells through a consultative, referral-driven go-to-market, anchored by estate planning attorneys, trust and estates attorneys, healthcare providers (home health agencies, nurses, memory care facilities), and financial institutions across Southwest Florida. The team comprises nine named professionals, including credentialed co-founders (a TEP-designated trust and estates attorney and a certified dementia practitioner with 25+ years of banking experience), a President with JD and prior estate administration experience at a global financial institution, and two Client Care Directors. The firm operates from two offices (Naples HQ and a Venice location opened July 2023) and has begun offering franchise opportunities through seniorgroupfranchising.com to extend the model into additional geographies.

Name

Senior Advocacy Group

Legal name

Senior Advocacy Group

Website

https://senioragroup.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Senior Advocacy Group is a Naples, Florida public benefit corporation providing professional fiduciary, life care management, and asset recovery services for seniors and vulnerable adults across Southwest Florida through credentialed staff and referral-based engagements.

Ownership category

akta.pro rank

Product category

Professional Fiduciary and Senior Care Management

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Social Services (8300)

akta.pro primary industry

Personal Trust & Fiduciary Administration (FSAEAKAA)

akta.pro secondary industries

Guardianship, Conservatorship & Fiduciary Care Management Coordination (HLADALAH), Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG), Personal & Family Trust Services (FSAAANAA)

Keywords

• Professional fiduciary services
• Senior care management
• Asset recovery services
• Trust administration services
• Elder advocacy services

Headquarters

HQ city

Naples

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Fiduciary Services: Professional fiduciary services including serving as independent trustee, agent under Durable Power of Attorney, healthcare surrogate, personal representative, and professional guardian. Revenue is generated through ongoing service fees for fiduciary responsibilities.
2. LifeCare Management Services: Comprehensive care management services including personal records organization, bill payment/cash flow monitoring, caregiver coordination, insurance claims management, facility placement coordination, and specialty consult coordination. Billed as ongoing professional services.
3. Trust and Estate Administration: Streamlined trust and estate administration services offered through affiliate Fiduciary Associates. Services include family trust administration, special needs trust administration, estate administration, and property management. Cost-effective alternative to corporate trustees and law firms.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels10 records

Core offering

Senior Advocacy Group provides professional fiduciary and life care management services to seniors and vulnerable adults. Core offerings include Trusted Agent Services (Power of Attorney, Healthcare Surrogate, Professional Guardian, Trust Administration), holistic LifeCare Management (care coordination, bill payment, caregiver coordination, crisis intervention), Asset Recovery and Exploitation Prevention, and Fiduciary Services & Support. The firm supplements these with trust and estate administration via its affiliate Fiduciary Associates.

Product overview

Senior Advocacy Group is a public benefit corporation providing comprehensive fiduciary and life management services for older adults. The company operates primarily through three core service offerings: Trusted Agent Services (Power of Attorney, Healthcare Surrogate, Professional Guardian, Trust Administration), LifeCare Management (holistic care coordination), and Asset Recovery and Exploitation Prevention. These core services are supplemented by additional modules including Bill Pay/Cash Management, Online Account Monitoring, Insurance Claims Advocacy, and Personal Records Oversight. The company also operates Fiduciary Associates as a sub-brand for trust and estate administration, and is affiliated with Senior Safety Matters, a 501(c)(3) nonprofit focused on elder abuse prevention education and pro bono services.

Differentiator

Problem solved

Functional benefit

Products and services

• Trusted Agent Services Trusted Agent Services for seniors and persons with disabilities, encompassing Trust and Estate Administration, Power of Attorney representation, Healthcare Surrogate services, and Professional Guardian court appointments. Designed for older adults who lack family capacity or whose family needs professional support.
• LifeCare Management Holistic life care management for seniors balancing client wishes, needs, and resources. Includes personal records organization, bill payment, caregiver coordination, crisis intervention, and facility placement.
• Asset Recovery and Exploitation Prevention Financial protection services for seniors, including bank and investment account monitoring, credit card activity review, fraud investigation, and exploitation resolution. Targets elderly clients at risk of financial scams and unauthorized transactions.
• Fiduciary Services & Support Professional fiduciary services serving as independent trustee, agent under Durable Power of Attorney, or personal representative for individuals who have no one else to protect them. Positions the firm as a conflict-free alternative to corporate trustees.
• Fiduciary Associates – Trust and Estate Administration Streamlined and cost-effective professional trust and estate administration for charitable donors, surviving spouses, family trusts, and special needs trusts, offered through affiliate Fiduciary Associates. Services include Independent Trustee, Personal Representative, Trust Protector, and Curator Services.

Quantifiable outcome

• Over $80,000 in asset recovery achieved for a 90-year-old male victim of online investment fraud
• +3 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eleven partnerships are on record, tiered minor and core.

• Galbraith Weatherbie Law (Attorney Christopher Gero Prado)minorImplementation/ SI/ Consulting Partner · 7 May 2025Community partner who co-presented with SAG at nursing professional event on 'Advocating for Senior and Vulnerable Populations.' Expertise in estate planning helps empower healthcare professionals with information on Health Care Surrogate and Power of Attorney designations.
• Senior Safety MatterscoreOthersSenior Safety Matters is a 501(c)(3) nonprofit founded by Senior Advocacy Group with shared purpose to 'provide education and services to protect vulnerable adults from abuse and exploitation.' Enables pro bono services for those who cannot afford care, including assisting a daughter/caregiver threatened by a violent father with dementia and supporting a veteran with PTSD caring for his wife with Alzheimer's.
• Parkinson's Association of Southwest FloridaminorStrategic or Co-development PartnerCommunity partner supported by Senior Advocacy Group. SAG team member spoke at Parkinson's of Southwest Florida PD Talks Speakers event.
• Age-Friendly CollierminorStrategic or Co-development PartnerCommunity partner organization. Linda Flores serves on the Steering Committee supporting the Age-Friendly Collier initiative.
• Alzheimer's Support NetworkminorStrategic or Co-development PartnerCommunity partner supported through sponsorship of Elephant Fest 2024 event at Naples Botanical Garden.
• NAMI Collier CountyminorStrategic or Co-development PartnerCommunity partner organization dedicated to mental health awareness. Supported through charitable contributions and volunteer time from team members.
• Legal Aid Service of Collier CountyminorStrategic or Co-development PartnerCommunity partner providing legal services. Perry and Flores volunteer their time and provide educational outreach through this organization.
• Habitat for Humanity Collier CountyminorStrategic or Co-development PartnerCommunity partner. Perry and Flores volunteer their time to serve those in need through Habitat for Humanity.
• The Arlington (Memory Care Facility)minorStrategic or Co-development PartnerMemory care facility hosting joint educational webinar on 'When It's Time for Memory Care' featuring SAG professionals Linda Flores and Ashley DeVries.
• Women's Foundation of Collier CountyminorStrategic or Co-development PartnerSAG made a donation to The Women's Foundation of Collier County dedicated to addressing issues faced by unhoused older adult women.
• FGCU Institute on Positive AgingminorStrategic or Co-development PartnerAcademic partner. Linda Flores and Ashley DeVries attended the 2023 FGCU Engagement Day, Institute on Positive Aging.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• A Place for Mom: Largest U.S. senior living advisory and referral platform, helping families navigate senior care and housing options. Comparable to SAG because both serve families seeking senior care guidance and generate demand through education-led marketing, though A Place for Mom focuses on senior living placement rather than fiduciary services.
• Caring.com: Senior care marketplace and content resource connecting families with senior living, home care, and elder care services. Comparable to SAG as a top-of-funnel resource for families searching for senior advocacy and care management services, though Caring.com is a broader referral platform.
• Northern Trust: Large wealth management and trust company with deep personal trust, estate administration, and family office capabilities. Comparable to SAG as a fiduciary competitor for high-net-worth families seeking personal trust services, though Northern Trust serves a broader wealth tier and geography.
• Genworth Financial: Long-term care insurance and annuity provider with extensive experience in senior financial protection and care funding. Comparable to SAG because both address the financial risks facing seniors and their families, though Genworth operates as a large insurer rather than a fiduciary services firm.

Direct peers

• CarePatrol: Senior placement and care advisory franchise that helps families find assisted living, memory care, and in-home care. Comparable to SAG as a community-based, referral-driven senior advisory firm with a similar local relationship model, though CarePatrol focuses on placement rather than fiduciary work.
• Fiduciary Trust International: Wealth management and trust company providing investment management, estate and trust administration, and fiduciary services for individuals and families. Comparable to SAG because it competes directly in personal trust administration, trustee services, and estate settlement, though at a much larger scale and with an investment-management focus.
• Argent Financial Group: Regional trust, wealth management, and fiduciary services firm serving individuals, families, and institutions across the Southeast. Comparable to SAG because it offers personal trust administration, estate settlement, and fiduciary services in a similar boutique, relationship-driven model, though at greater scale.
• Wilmington Trust: Wealth management and corporate trust services firm with a strong personal trust, estate administration, and fiduciary practice. Comparable to SAG because it competes directly for personal trust and estate administration engagements, particularly for families seeking an independent corporate trustee alternative.

Emerging players

• ElderLawAnswers: Online resource and attorney directory for elder law, estate planning, and long-term care topics. Comparable to SAG because both attract families searching for senior legal and fiduciary guidance through educational content, though ElderLawAnswers is primarily a content and directory platform.

Others

• WellSky: Technology and analytics provider serving home health, hospice, and senior care organizations. Comparable to SAG as an infrastructure enabler for senior care service providers, though WellSky is a software vendor rather than a fiduciary or care management competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/senior-advocacy-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Senior Advocacy Group