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Unbiased, reasoned, and objective.

Auerbach Investment Services is committed to being the firm we would personally recommend to our family and friends due to unparalleled support and unbiased advice. 

"I have been a client of Auerbach Investments for the past four years. Kevin's knowledge of the financial markets is equally matched by his passion & dedication to maximize his clients investments by constantly educating himself and thinking outside the box. " – Rob B from CA

Managed Portfolios

Our firm offers portfolios to fit your investment needs.

We use independent research to actively manage your hard-earned capital.

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Corporate Planning

We specialize in guiding business owners and executives in retirement and benefit planning. 
We creatively help business owners recruit and retain key executives. 

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Legacy Planning

We help families direct and protect their assets to benefit future generations, philanthropic goals and personal objectives.

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Transparent and Caring Wealth Management

Our founder and Managing Director Kevin Auerbach is a Chartered Financial Consultant and Chartered Life Underwriter with over 30-years of experience in the financial services industry. He was underwhelmed by the 'traditional' methods available to investors, so he created a firm reflective of his high standards.

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