Our Story
About Advo(k)ate Advisors
If you’ve ever googled “retirement plan consultants near me,” here’s why sponsors choose us — and stay.
Where It All Began
Advo(k)ate Advisors was founded to focus exclusively on employer retirement plans. From the start, the mission has been clear: lower costs, stronger fiduciary oversight, and better education for employees. That focus — not product sales — continues to guide the firm’s work today.
Milestones That Have Shaped Us
Today, Advo(k)ate supports plan sponsors and participants nationwide, with a growing team that remains committed to the same mission that shaped the firm’s beginning.
Meet Our Retirement Team
With decades of retirement plan experience, we’ve built a track record of strengthening plans through governance, compliance, and participant success.
What Drives Us Today
Three commitments guide every client engagement:
Advocacy
We work closely with plan sponsors to ease administrative challenges and step in when service falls short, providing support for both sponsors and participants when it matters most.
Transparency
We believe in a transparent fee structure. There’s no hidden revenue sharing, and each party’s fees are clearly defined from the start.
Clarity
Plain-language guidance, from quarterly reviews to one-on-one education sessions.
Looking Forward
Regulations change, workforces shift and technology evolves. Our mission stays the same: lower costs, strengthen fiduciary oversight, and help every employee retire with clarity.