The Plan Advocate

We are The Plan Advocate®, an independent consulting practice advising retirement plan sponsors as investment fiduciaries. We understand the main concerns that plague plan sponsors: fiduciary responsibilities, how their plan impacts their employees, and how to adequately prepare their employees for retirement. Plan sponsors seek to work with advisors who have specialized knowledge and experience with corporate retirement plans. The Plan Advocate® is an independent retirement plan and wealth management services firm powered by LPL Financial as their broker/dealer. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Other advisory services offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square Holdings, LLC and The Plan Advocate are separate entities from LPL Financial. The financial professionals associated with The Plan Advocate® may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.