Welcome to Drake Financial Services!

At Drake Financial Services our purpose is to help individuals and businesses with every aspect of their investment needs. Our staff consists of experienced professionals that take a "hands on" approach to financial services. You will find our team knowledgeable, and discover we truly care. We listen, and ask the right questions, in order to fully understand all of our client's needs. We determine your personal and financial goals, and create a plan to help you achieve those goals.

Effective money management involves two important components: managing your investments, and planning for your future. Our goal is to create financial solutions and provide extraordinary, personal service.

Please feel free to explore our site to gain better understanding of our firm, and how we help clients plan for, and meet, their financial goals. Drake Financial Services is the right place if you are a successful individual looking for a financial counselor, or a business looking for an investment manager to manage your company's retirement plan.

Please contact us if we can be of help in any way.

For a better understanding of our firm, and our process, please explore our Financial Advocate section.

Thank you very much! We appreciate the visit!

Welcoming Video


I'm Bob Drake. Thank you for your interest in Drake Financial Services.

We strive to take the complexity out of your investment decisions by using our unique process, The Financial Advocate Approach.

Simply, we advocate for you.

We are serious about delivering personal service.

Whether a client has been with me 20+ years, or are brand new to our family, I am personally involved with each and every client, and just a phone call or email away.

Thank you very much for the opportunity to support your efforts.