6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242
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Your team specializes in wealth management.
Our team specializes in 401(k).
Schedule a call to learn moreWelcome to a Strategic Alliance with Advo(k)ate Advisors
This newly launched partnership initiative paves the way for our fellow Osaic member teams to leverage our employer-sponsored retirement plan expertise to increase their wealth management business pipeline. The Advo(k)ate team does the heavy lifting and assumes the fiduciary investment advisor role for the 401(k) while directing all ancillary, rollover and wealth management business opportunities to the Osaic partner advisor.
Advo(k)ate Advisors has decades of experience specializing in retirement plans.
Steadfast in our commitment to improving retirement outcomes through superior service, education and fee transparency, we are more than just an advisor—we are your partner in growth.
Here's how our partnership becomes a pivotal turning point for your team:
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Let's Cultivate Success Together
- ● Protects your wealth management business from outside advisor firms who may leverage the 401k to access your client relationships
- ● Provides multi-year revenue for your 401k referral
- ● Reduces risk of fiduciary non-compliance
- ● Your team receives all revenue associated with ancillary, rollover and wealth management opportunities
Join us in this journey of partnership-driven success.
Welcome to the Advisor Alliance, where helping you help your clients is our shared mission.
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.
Are you ready to join forces and work together?
Advisor Alliance is your gateway to new opportunities in wealth management and working with employers.
Connect with us today to explore how your team can benefit from this powerful partnership.
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