Skip to main content Skip to footer

Ready to talk about your retirement plan goals?

Here are just some of the sectors we serve.

Publicly Held Businesses

Privately Held Businesses

Education Institutions

Professional Services

Private Equity Firms

Ready to talk about your retirement plan goals?

We support a wide range of plan types and strategies.

Investment Advice

Retirement Plan Fee Negotiation

Fiduciary, Governance & Compliance Support

Plan Consulting Services

M&A Retirement Plan Consulting

Employee Education Programs

Pooled Employer Plans (PEPs)

Ready to talk about your retirement plan goals?

Your go-to library for clear, actionable resources designed to support better retirement plan decisions.

401(k)ompass Video Series

Guides & Playbooks

Articles & Commentary

Webinars & On-Demand Events

Ready to talk about your retirement plan goals?

About Us
- About Us Our Team Our Story
Who We Serve
Solutions
Resources
- 401(k)ompass Video Series Guides & Playbooks Articles & Commentary News Webinars & On-Demand Events

Briefcase Login Let's Talk

Audrey Planz

Relationship Manager

audreyplanz@advokateadvisors.com

(659) 238-0010 ext. 117

Bio coming soon.

Schedule a Call

Education

Follow Us

About Us Who We Serve Our Solutions

Resources FAQS Contact Us

Briefcase Login

Subscribe

Join our newsletter

Email(Required)

By subscribing you agree to with our Privacy Policy and provide consent to receive updates from our company.

© 2026 Advo(k)ate Advisors. All rights reserved.

Privacy Policy
Terms of Service
Cookies Settings

Osaic Wealth, Inc. CRS Form

Renn Williams and Andrew Blankenship are Registered Representatives offering securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Advo(k)ate Advisors is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or registered investment advisor.

This communication is strictly intended for individuals residing in the states of Alabama, Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced.

BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.
FINRA is an independent, non-governmental regulator for all securities firms doing business with the public in the United States.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

For media inquiries, please contact newsroom@wealthmattersconsulting.com Brand Strategy & Website by Wealth Matters Consulting