
RETIREMENT PLAN ADVISORY &
FIDUCIARY SERVICES
OUR
SERVICES
401k PLAN DESIGN
We specialize in designing 401k plans that are tailored to your business and your employees' needs. Our plans aim to maximize your retirement savings and aim to minimize administrative burdens.
FIDUCIARY SERVICES & PLAN COMPLIANCE
We act as your fiduciary, helping you to manage your 401k plan in compliance with ERISA regulations and providing ongoing support to aim to ensure your plan remains in compliance.
PLAN ADMINISTRATION
We handle all aspects of plan administration, including recordkeeping, reporting, and compliance testing. Our team aims to ensure that your plan operates smoothly and efficiently.
DIVERSIFICATION
We offer investment advisory services to help you select and monitor the investments in your 401k plan. Our investment advisors will work with you to design an investment strategy that aligns with your goals and risk tolerance.
OUR MISSION
At Fiduciary Advantage 401k, our mission is to provide exceptional fiduciary services to help you achieve your retirement goals. We are committed to providing you with the highest level of service and support, and we work to ensure that your retirement plan is in compliance with all applicable regulations.

OUR TEAM

CASEY O'LEARY
FINANCIAL ADVISOR,
FIDUCIARY ADVANTAGE 401k
Tel: 262-510-0136

BOB PULASKI
FINANCIAL ADVISOR,
FIDUCIARY ADVANTAGE 401k
Tel: 414-640-9240

JOE EZERNACK
FIDUCIARY SERVICES, TRADEMARK CAPITAL®
Tel: 706-534-2351

CONTACT FIDUCIARY ADVANTAGE 401k
OUR ADDRESS
784 Summit Avenue Oconomowoc, WI 53066