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OUR MISSION

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.

Our mission is to grow and preserve your wealth, without exception. Since founding our firm in 2005, we have dedicated ourselves to providing education and insight into a complicated financial world so that our clients can invest confidently in a changing marketplace. Whether you are an experienced investor, or just starting out on your financial journey, Advocate Investing Services provides dedicated support and guidance as you craft your financial future. And all through your retirement, we are here to assist with the transition so you can create a legacy for your family.

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

   

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