AdvicePeriod Grows with Advisor Addition

Share Article

Planning focused firm adds fifth advisor to expanding network

AdvicePeriod announces the addition of industry veteran Larry Isaacs to its Los Angeles office. Isaacs joins from his own RIA, Dakota Financial Management, which he is folding into AdvicePeriod.

Dakota was established 7 years ago, after Isaacs spent nearly 20 years at Oppenheimer & Co., most notably as Managing Director of its Los Angeles complex. This is yet another addition for the 2 plus year old AdvicePeriod, who added the multi-hundred-million-dollar team of Matt Belfanti and Mike Lambrakis just weeks ago.

“Larry’s addition reflects our appeal with advisors who already have their own firm,” said Larry Miles, AdvicePeriod Principal. “He will retain the independence he enjoyed with his own business, and have the support and resources of a larger team.”

Isaacs explained, “I started Dakota because I wanted to focus on what matters most to my clients. I am joining AdvicePeriod for the same reason.”

Isaacs went on to discuss the benefits of folding his company in to AdvicePeriod, “running your own company takes a lot of time. AdvicePeriod allows me to focus on my clients and leverage the team.”

AdvicePeriod utilizes technology to focus on what really matters to clients. “We are focused on financial and estate planning as a way of adding immense value,” Jack Straub, Principal of AdvicePeriod commented. “We have built our team and our technology from the ground up to focus on planning.”

Partner Advisors receive full access to AdvicePeriod’s technology stack—including custom planning solutions as well as unlimited time with a bevy of in-house estate planning experts.

“The team I now have available to me and my clients is incredible,” Isaacs explained “overnight, I became able to add much more value at no additional cost to my clients.”

AdvicePeriod shows no signs of slowing down. “We are talking with a number of other advisors who believe what we believe,” commented Miles. “And not just in Southern California. There are advisors across the country looking for something better.”

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

About AdvicePeriod

AdvicePeriod, LLC, 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: http://www.adviceperiod.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Larry Miles
AdvicePeriod
+1 (424) 281-3600
Email >
Visit website