AdvicePeriod Grows to Orange County – Adds Two Partner Advisors

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Additions signal the robust growth prospects for 2-year-old advisory firm

AdvicePeriod has announced their expansion to Orange County with the addition of Matthew Belfanti and Michael Lambrakis who join the firm as Partners. Belfanti and Lambrakis will be based in Irvine and serve clients throughout Southern California.

The pair were most recently senior members of Beacon Pointe Advisors where they worked with a select group of clients whose Asset Under Management topped $200M.

“We are thrilled to have Matt and Mike on the team,” said Larry Miles, AdvicePeriod Principal. “They believe what we believe—advisors should own their businesses, scale through technology and grow to help more people. They have been successful—and have a lot more they want to accomplish.”

As Partner Advisors, Belfanti and Lambrakis and their clients will enjoy full access to AdvicePeriod’s platform, operations transition team and executives—all while earning 70% payouts on revenue and building an asset they own.

“We are excited to build our business, inside AdvicePeriod,” shared Belfanti and Lambrakis. “We are able to focus on what matters to our clients and rely on the team for everything else. We want to grow!”

And growth is exactly what AdvicePeriod has in mind.

“We are significantly ahead of our growth schedule,” said Jack Straub, Principal with AdvicePeriod. “We did not plan to add new partners until year end. But when you meet advisors with a modern skill set, adding them to the team is a no brainer.”

This addition comes at a time when the wealth management industry is in the midst of significant changes.

“The best advisors are leveraging technology to scale their businesses and focusing on the power of planning to deliver value to clients,” contends Belfanti. “Clients are demanding an advisor without conflicts, who can advise on their entire financial lives. That’s what AdvicePeriod allows us to do.”

AdvicePeriod is a national network of likeminded advisors committed to focusing on what really matters to clients. Plug in today.

About AdvicePeriod

AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to managing their wealth. Our mission: To make wealth management more fair, effective and successful, for clients and advisors alike. To learn more, visit:

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Larry Miles
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