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About Us

At Advocate Investing Services, our mission is simple: we believe every client deserves a permanent partner and ally to guide them through their financial journey. Advocate Investing Services is a full-service wealth management firm located in suburban Maryland. We help clients pursue a promising financial future, and we hope to provide the “confidence control” that comes from having a comprehensive plan for the years ahead.

Advocate Investing Services is based in Mount Airy, Maryland and has been serving clients in the Washington, DC and Baltimore areas since 2005.

As a full-service wealth management firm, we assist our clients with investment advice, insurance products, and fee-based financial planning. Our extensive experience allows us to assist our clients in pursuing both short and long-term goals, regardless of their current financial situation. As a firm of IARs and fiduciary advisors, we collaborate and work in the best interest of the individuals we serve—without exception.

If you are ready to take the next step in your financial journey, contact Advocate Investing Services to schedule a complimentary consultation. We will examine your current situation, discuss short and long-term goals, and explore a variety of strategies that seek to grow and protect your wealth.

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