WE ARE HERE FOR YOU
Our 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.
Institutional Money Management
Grow your independent business through strategic, institutional partnerships.
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.

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.