You Need a Plan. We Are Here to Help.

Bringing Your Entire Picture Together, One Piece at a Time

Advocate Investing Services advisors can help you accumulate wealth, preserve assets for retirement income, or establish an inheritance plan. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At Advocate Investing Services, we have a holistic approach to client needs and focus on building long-term, trusted relationships with you. To us, you’re not just a number or portfolio. You are our priority and we have the tools you need to manage your money and investments.

Contact us by email at: info@advocateinvesting.com or by phone: (240)403-0039

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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“Happiness is not a goal, it’s a byproduct of a life well-lived.”

- Eleanor Roosevelt

Designed for you

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.

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“Setting goals is the first step in turning the invisible into the visible.”

- Tony Robbins

Take control and learn about where your money can go today

We have the tools you need to manage your money and investments. Please feel free to review our extensive library of tools, professional articles, videos, calculators, and other financial planning resources.

Retirement

Investment

Tax

Lifestyle

Articles

Videos

Calculators

Presentations

Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."