Advocate Fiduciary Services

About

Advocate Fiduciary Services

MISSION STATEMENT: 
To serve and protect our clients and their assets by providing excellence in private fiduciary services guided by our core values of integrity, professionalism, leadership, and teamwork.

History of Business

Advocate Fiduciary Services, formerly known as Adams & Associates, was founded in 2008 by an Estate Planning Attorney in Lincoln, CA to address a growing need for licensed professionals to act in a position of trust for the enormous aging population.

Our firm has experience with Conservatorships of the person and estate, acting as a Representative Payee for public benefits, bill paying, Trustee for Special Needs Trusts, Family Trusts, Children’s Trusts, Executor, Power of Attorney for finances as well as Health Care Directive and Guardian Ad Litem.

Our firm serves all counties in Northern California and we have clients throughout the United States and abroad who require experienced licensed professionals. We have succession planning in place to provide services for our clients over the next 50 years. Currently, we have 2 licensed fiduciaries and 1 person with a pending application within our office to accommodate our future clients.


Here for You, Every Step of the Way

At Advocate Fiduciary Services, everything we do is centered on you—your values, your goals, and your peace of mind. Whether you're looking for a fee-only financial planner near me, a reliable fiduciary financial advisor, or a local financial planner in Lincoln, CA, we’re here to help you feel confident about your financial future.

Our team includes experienced personal financial specialists, registered financial consultants, and chartered retirement planning counselors who believe in earning your trust—not commissions. That’s why we work as a fee financial advisor and provide fee-only advice focused solely on your best interests.

We know that financial planning isn’t one-size-fits-all. From retirement and estate planning to investment oversight, we tailor every plan to meet your needs. As fiduciary investment advisors, we offer clear, honest guidance—always rooted in our values of integrity, professionalism, and service.

Searching for the best fee-only financial advisors near me? With over 50 years of combined experience, we’re proud to be the fee-only fiduciary firm clients turn to for ethical, personalized support. If you need a personal financial advisor, fee only investment advisor, or help with financial planning fee only—we’re just a conversation away.

Our Team

David Buehler, CLPF #611

COO

Mr. Buehler is a California Licensed Private Fiduciary #611. He is currently acting in the capacity of Conservator of the Person and Estate, Trustee, Representative Payee with assets over $40 million.

He graduated from the University of Utah with a degree in Speech Communication and a minor in Business and he has over 44 years of corporate management experience.

Mr. Buehler understands the challenges of family dynamics and arrives at creative solutions to resolve complex family issues.

He is a Notary Public and is also a National Certified Guardian.

Joseph Arana

CFO

Mr. Arana is responsible for supervising all financial aspects of the business, Human Resources, Marketing, and the overall management of the business.

He has over 21 years of experience in corporate management and has 10 years of experience utilizing his entrepreneurial skills in developing other successful businesses.

Mr. Arana has an Associate's Degree in Accounting and in the process of obtaining his Professional Fiduciary License by the end of 2021.

He has had the most significant influence on developing the flawless reputation of Advocate Fiduciary Services since joining the business in 2009. He is also fluent in Spanish and also is a Notary Public.

Christa Kinsman, CLPF #1119

CEO

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Mrs. Kinsman is a Licensed Private Fiduciary (#1119) and has been with the firm since 2013. With over 7 years of experience in the banking industry as an account representative and loan specialist, her background is a true asset in dealing with banks and financial institutions, resulting in significant cost savings for our clients.

Mrs. Kinsman currently manages over 62 clients and oversees more than $20 million in assets. She serves in the capacity of Conservator of the Person and Estate, Trustee, and Representative Payee. Her comprehensive understanding of financial management allows her to deliver exceptional fiduciary services, ensuring the best outcomes for those she represents.

She earned her AA degree in Business Administration in 2018.

Eric Reeves

Assistant Private Fiduciary

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    Eric Reeves is an empathetic and driven future private fiduciary with a strong foundation in both political science and social services. Earning a Bachelor’s degree in Political Science from Sacramento State University, he has developed a nuanced understanding of legal and financial systems influenced by a deep commitment to helping others.

    As a former case manager for a foster care agency in Sacramento, Eric has successfully navigated sensitive cases and advocated for vulnerable individuals from a diverse number of backgrounds. Transitioning into private fiduciary work, his goal is to blend his academic knowledge and hands-on experience to offer personalized, thoughtful financial management, focusing on integrity and client care to help families achieve financial stability and peace of mind.

    Helen Bryant

    Assistant Private Fiduciary

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      Ms. Bryant has over 9 years of fiduciary experience. She previously was a business owner for 25 years.

      In addition, has worked with clients on multiple areas involving finance, medical and personal matters.

      In addition, Ms. Bryant  brings a personal touch to all client matters.