Advocate Investing Services

Image 1 | Advocate Investing Services Joe Gallagher, MBA, CFP® Richard Andrews, CFS® Mamie Liu, CFP® Heidi Hitchcock Dena Hudgins Gallagher, CFA
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1320 Saint Michaels Road, Mount Airy, Maryland, 21771

Phone number

(240) 403-0039

Financial services firm located in Mount Airy, MD


Finance & Insurance > Financial Planning & Investments



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.

Mon-Sun: By Appointment

Twitter: @advoinvesting


Services: Private Wealth Management, Institutional Money Management, Retirement Planning, Investment Planning


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