Advo(k)ate Advisors

Services Offered

• Employer-sponsored retirement plans
• Fiduciary investment advice
• Compliance assistance
• Participant education
• Administrative support
• Merger and acquisition consulting

About

Advo(k)ate Advisors is a financial services firm based in Birmingham, Alabama, specializing in employer-sponsored retirement plans. The firm manages defined contribution and benefit plans across more than 20 platforms, providing tailored consultation and support for retirement plan committees. Their services include fiduciary investment advice, compliance assistance, participant education, and administrative support. Advo(k)ate Advisors focuses on customizing client engagement to meet the specific needs of businesses and organizations.

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Business Information