ocean dock

Our mission is to provide
clarity and confidence
in the ever-changing world of wealth management.

Learn More
Woman standing on a mountain in silhouette with sunset in background

Whatever your goals are,
we can help you pursue them.

Learn More
photo of a tree with mountains and clouds in background

Informed investing
begin with a strong foundation

Learn More

The following quotes are approximately 15 minutes delayed.
Yahoo finance API is not available right now, please try again soon...

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Retirement
Planning

Retirement preparation is all about planning and prioritization, and is compounded by the uncertainty of social security, rising medical costs, and the prospects of higher taxes.

Institutional Money Management

The advisors at Advocate Investing Services provides institutional money management accounts with personalized investment portfolios tailored to the specific needs of your organization.

Private Wealth Management

Advocate Investing Services advisors can help you accumulate wealth, preserve assets for retirement income, or establish an inheritance plan. We complement these services with robust execution capabilities and attentive client service.

We are a wealth management firm with the goal to focus on managing and growing your assets and offering you comprehensive financial advice.

Joe Gallagher

Joe Gallagher

MBA, CFP®

1320 Saint Michaels Rd
Mount Airy, MD 21771-3228
P: (240) 403-0039 | F: (240) 403-0040
joe.gallagher@advocateinvesting.com

Joe is a Certified Financial Planner and Investment Advisor Representative. He has served the financial planning needs of the Baltimore/Washington Metropolitan area for over 18 years. He has worked with CEOs and other Board members of Fortune 500 companies, members of congress and other celebrities over this time period. Prior to founding Advocate Investing Services, Joe was a Vice President with Fidelity Investments for four years and a financial representative for the eight years prior to that. Joe holds an MBA degree from the University of Baltimore Merrick School of Business and a BA in Economics from the University of Maryland Baltimore County. Joe and his wife, Dena, are involved with many charitable groups including the University of Maryland Foundation and the Make a Wish Foundation.

Richard Andrews

Richard Andrews

CFS®

1320 Saint Michaels Rd
Mount Airy, MD 21771-3228
P: (240) 403-0039 | F: (240) 403-0040
rich.andrews@advocateinvesting.com

Richard Andrews CFS ® founded Andrews Wealth Management in 2005 headquartered in Pasadena, MD. In October of 2016, he merged with Advocate Investing Services. Rich has over 20 years of experience in the financial services industry. He specializes in retirement planning and began his career with Valic predominantly helping teachers and those in law enforcement where he worked often with defined benefit plans & defined contribution plans specifically 457 and 403b plans. He now works with people from all walks of life. Rich is a proud graduate of Towson State University and native Marylander. Rich is a Certified Fund Specialist ® and holds multiple FINRA licenses (6,7,24,26,63 & 65 currently held with LPL Financial) as well as being licensed in Life and Health Insurance. Rich enjoys gardening, cooking and boating especially in the Chesapeake Bay. He is also active in the community with his local church, “Our Lady of the Chesapeake” and supports multiple charities including the Multiple Sclerosis Society, the Arthritis Foundation and various law enforcement organizations.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

We have the tools you need to manage your money and investments.

Thomson Reuters Investment Management

Thomson Reuters gives you the content, analytics and tools to help you make educated financial and investment decisions.

And to be more efficient, you can access these insights in one view from any portal or any mobile device.

Publications

Create an Investment Plan to Achieve Your Goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives so we can customize a plan to help you get there.

We are savvy financial professionals with frequent media exposure.

Advocate Investing Services is regularly on TV, making appearances on Channel 9.

To view our other media appearances, please visit the Advocate Investing Services YouTube channel or visit our media portal.

Contact Us

Contact Advocate Investing Services

Our Mailing Address

1320 Saint Michaels Rd – Mount Airy, MD 21771-3228
Phone: (240)403-0039 – Fax: (240)403-0040

The following quotes are approximately 15 minutes delayed.
Yahoo finance API is not available right now, please try again soon...