Achieve a Stronger, More Efficient Retirement Plan with Confidence.

Managing a retirement plan shouldn’t be complicated. Advokate Advisors helps companies optimize their plans, lower costs, and improve employee outcomes. Learn how Advo(k)ate can revolutionize your firms retirement benefits

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

You may just not know it yet.

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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.