Our Firm

Firm Overview

Advo(k)ate Advisors is a financial services firm that specializes in advising employer-sponsored retirement plans.

We’re dedicated to enhancing 401(k) participant outcomes by minimizing fees, extending educational resources for plan participants, and offering unmatched service, knowledge and experience to retirement plan sponsors dealing with service provider neglect.

Who We Are

Our team consists of experienced and credentialed professionals committed to providing a customized experience, unrivaled service and knowledge to retirement plan sponsors.

Meet Our Team