WE ARE HERE FOR YOUOur mission is to provide clarity and confidence in the ever-changing world of wealth management. Private Wealth Management Advocate Investing Services advisors can help you preserve wealth and assets for retirement income, or establish an inheritance plan. Learn more Institutional Money Management Grow your independent business through strategic, institutional partnerships. Learn more Retirement Planning Retirement planning is one of the most important parts of the financial planning strategy and Advocate Investing Services dedicates a significant amount of time on a client’s retirement plan. Learn more Investment Planning Create an investment plan to achieve your goals. Learn more We Put You and Your Goals First Advocate Investing Services advisors can help you preserve wealth and 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 Now Tell Us How We Can Help You Today Name Email Phone Message Thank you! Oops! Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!