Insights

Retirement Readiness Small advisory firm focusing on individual retirement readiness and fiduciary support presents an opportunity to offer scalable client onboarding automation, compliance solutions, or coachable retirement planning tools to enhance client value and maintain regulatory alignment.

Technology Gap Current tech stack includes basic web and media tools; potential for selling modern marketing automation, client portal enhancements, data analytics, and secure integration solutions to streamline advisor workflows and client experience.

Growth Readiness Revenue in the 1M-10M range with a small employee base suggests capacity to scale; could pursue partnerships or white-label platform offerings, educational resources, or low-friction add-ons to expand services without heavy overhead.

Regulatory Simplification Mission to translate complex retirement codes into actionable plans indicates a need for compliance support tools, policy templates, and updated regulatory libraries that can be marketed as time-saving resources for fiduciaries.

Strategic Partnerships Affiliation with Private Advisor Group signals openness to collaboration; there is potential to propose integration-rich solutions, co-marketing programs, or referral ecosystems to broaden client reach and service depth.

Standard of (k)are Advisors Tech Stack

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

Punycode

Font Scripts

JSON-LD

Javascript Frameworks

jQuery

Javascript Libraries

PowToon

Marketing

Priority Hints

Performance

Endurance Page Cache

Web Platform Extensions

Nginx

Web Servers

Sitelinks Search Box

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 July 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 July 2026, Standard of (k)are Advisors has approximately 8 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Partner, Retirement Plan Consultant: D. H.Wealth Consultant: D. F.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 PunycodeJSON-LDjQueryPowToonPriority HintsEndurance Page CacheNginxSitelinks Search Box.

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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