Advo(k)ate Advisors

Advo(k)ate Advisors, LLC is a full-service financial services firm that specializes in advising employer-sponsored retirement plans. Our team of retirement plan specialists provides services to defined contribution and defined benefit plans on over 20 different recordkeeping platforms.   We are proud members of Retirement Plan Advisory Group, the largest association of independent retirement plan advisors in the country.   

Our team provides ongoing consultation for retirement plan committees with services that include, but are not limited to, fiduciary investment advice, compliance assistance, participant education strategies, and administrative support.  We also work with participants in person, via technology and through our participant call center.   Thank you for your interest in our group.  It would be our pleasure to serve you.