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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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Auerbach Investment Services, LLC

484-273-0900

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111 Forrest Ave. First Floor Narberth, PA 19072

The information contained herein is confidential and is not to be shared, distributed, or otherwise used, for any other purpose or by any other person without the written permission of Auerbach Investment Services, LLC (“AIS”). The information reflects opinions and projections of AIS as of the date hereof, which are subject to change without notice at any time. AIS does not represent that any opinion or projection will be realized. The information does not constitute investment advice or a recommendation for you to purchase or sell any specific security. You are solely responsible for reviewing the content and for any actions you take or choose not to take based on your review of such content. Statements herein that reflect projections or expectations of future financial or economic performance are “forward-looking statements”. Such statements are based on various assumptions, which assumptions may not prove to be correct. No representation or warranty can be given that the estimates, opinions or assumptions made herein will prove to be accurate. Past performance is not a guarantee of future results. If you wish to consider AIS for investment advisory services after carefully reviewing AIS’s Form ADV, Part 2A, privacy policy and website, then you may contact AIS. AIS only enters into investment advisory relationships after discussing the engagement with the prospective client and agreeing to terms pursuant to a written investment advisory agreement.

California license number #0C10767

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