Insights

Retirement Focus Target financial services clients seeking retirement readiness, highlighting SOK Advisors’ emphasis on helping individuals achieve a true picture of retirement readiness to open discussions about advisory services and long-term investment planning.

Small Firm Advantage Position to engage mid-market firms or niche financial planners who need scalable retirement plan support, given the company’s lean team size and potential partner-style collaborations to expand capacity without massive headcount.

Technology Enablement Leverage the existing tech stack (WordPress, JSON-LD, Divi, jQuery) to offer cost-effective digital onboarding, client portals, and compliant content management that can be packaged as a white-labeled solution for fiduciaries and retirement plan sponsors.

Compliance & Simplicity Emphasize ability to translate complex retirement laws and requirements into easy-to-follow action plans and checklists, appealing to plan sponsors seeking simplified, regulatory-compliant guidance and documentation services.

Strategic Partnerships Explore collaboration with larger asset managers or custodians (as implied by the affiliation with Private Advisor Group) to co-market or co-manage retirement readiness programs, expanding reach to institutions with sizable employee populations.

Standard of (k)are Advisors Tech Stack

Standard of (k)are Advisors uses 8 technology products and services including WordPress, Punycode, JSON-LD, and more. Explore Standard of (k)are Advisors's tech stack below.

WordPress

Content Management System

Punycode

Font Scripts

JSON-LD

Javascript Frameworks

jQuery

Javascript Libraries

PowToon

Marketing

Divi

Page Builders

Endurance Page Cache

Web Platform Extensions

FitVids.js

Web Tools And Plugins

Standard of (k)are Advisors Email Formats	Example	Percentage
First.Last@mhkpartners.com	John.Doe@mhkpartners.com	100%
First.Last@mhkretirementpartners.com	John.Doe@mhkretirementpartners.com	100%

Standard of (k)are Advisors Email Formats

Example

Percentage

First.Last@mhkpartners.com

John.Doe@mhkpartners.com

100%

First.Last@mhkretirementpartners.com

John.Doe@mhkretirementpartners.com

100%

Frequently Asked Questions

What is Standard of (k)are Advisors's phone number?

You can contact Standard of (k)are Advisors's main corporate office by phone at

+1-866-949-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Standard of (k)are Advisors's official website and social media links?

Standard of (k)are Advisors's official website is sokadvisors.com and has social profiles on LinkedIn.

How much revenue does Standard of (k)are Advisors generate?

As of October 2026, Standard of (k)are Advisors's annual revenue is estimated to be $1M - $10M.

What is Standard of (k)are Advisors's NAICS code?

Standard of (k)are Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Standard of (k)are Advisors have currently?

As of October 2026, Standard of (k)are Advisors has approximately 8 employees across 2 continents, including North America and Europe. Key team members include Partner, Retirement Plan Consultant: D. H., Wealth Consultant: D. F. and Financial Advisor: L. C. Explore Standard of (k)are Advisors's employee directory with LeadIQ.

What industry does Standard of (k)are Advisors belong to?

Standard of (k)are Advisors operates in the Financial Services industry.

What technology does Standard of (k)are Advisors use?

Standard of (k)are Advisors's tech stack includes WordPress, Punycode, JSON-LD, jQuery, PowToon, Divi, Endurance Page Cache and FitVids.js.

What is Standard of (k)are Advisors's email format?

Standard of (k)are Advisors's email format typically follows the pattern of First.Last@mhkpartners.com. Find more Standard of (k)are Advisors email formats with LeadIQ.

Standard of (k)are Advisors

Q: How many employees does Standard of (k)are Advisors have currently?

Standard of (k)are Advisors has approximately 8 employees.

Q: What technology does Standard of (k)are Advisors use?

Standard of (k)are Advisors's tech stack includes PHP, PowToon, Endurance Page Cache, WordPress, Google Analytics.

Q: What is Standard of (k)are Advisors's NAICS code?

Standard of (k)are Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesWisconsin, United States2-10 Employees

Standard of (k)are Advisors is a financial services firm located in Middleton, Wisconsin. The firm focuses on helping individuals become financially prepared for retirement and on facilitating constructive changes in their financial well-being. Its stated mission is to give clients a clear view of their retirement readiness and to support them in pursuing their retirement goals.

It seeks to enhance long-term investment success for individual plan participants while simplifying the day-to-day responsibilities of retirement plan fiduciaries by turning complex laws into practical action steps. Investment advice is provided through Private Advisor Group, a registered investment advisor; the two entities operate separately.

Insights

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