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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.

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. 

Legacy Planning

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

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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What is your vision of wealth?
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