Quick Reference:

6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242

Mon – Fri: 8:00am – 5:00pm

(659) 238-0010

You need specialized services for your company’s planned benefits.

You may just not know it yet.

Connect With an Advisor

We are Advo(k)ate Advisors.

Your 401(k) partners in retirement planned benefits.

We work with firms to improve their 401(k) participant outcomes by reducing fees, reaching more plan participants with better education and bringing unrivaled service, knowledge and experience to their firm’s retirement plan benefit offering.

Our client relationships run deep: our team is nimble and dedicated, and we are relentlessly focused on serving with acumen and enthusiasm. Here’s how:

Fee Reduction

Through ongoing cost review, analysis of provider costs, services and investments, we are able to protect your participants’ retirement savings and enhance performance over the long-term – all while prioritizing lower fees for your firm.

Fiduciary Investment Review

Upon engaging with your firm, we hand select and monitor investments, provide ongoing market review, create a bespoke investment policy statement and use a benchmark scorecard methodology to provide fund scores and recommendations.

Educational Resources

Increase your employee participation and satisfaction with resources to promote engagement and empowerment for your team. Timely and relevant commentaries for retirement committees, educational webinars and employee memos for plan participants are distributed routinely.

Let's Cultivate Success Together

Learn how Advo(k)ate can revolutionize your firms retirement benefits
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Advo(k)ate Advisors, LLC stands at the forefront of advising employer-sponsored retirement plans, driven by a mission to enhance 401(k) participant outcomes.

Plan Mergers & Acquisitions
Compliance & Operational Oversight
Fiduciary Investment Advice
Quarterly Investment Reviews
Proprietary Low-Cost Investment Solutions
Comprehensive Fee & Benchmarking Analyses
Fiduciary Training
Cyber Security & Plan Provider Analyses

Join us in this journey of partnership-driven success.

Let's Work Together
Disclosures: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.