Billion Dollar RIA Founders Join Forces at AdvicePeriod

Share Article

Top-ranked advisors Steve Lockshin and Eric Koeplin team up to reinvent wealth management.

AdvicePeriod ticked all the boxes. Their awards speak for themselves, earning recognition from industry and top-tier business publications alike.

Award-winning wealth management firm AdvicePeriod announced the addition of industry bigwig Eric Koeplin to the team. Koeplin successfully sold his business in 2012, which he founded in 1996 and grew to be one of the largest investment advisory firms in the country. Koeplin joins as an AdvicePeriod Partner Advisor based in Denver, Colorado, and serves as Chairman of the firm’s Investment Committee.

AdvicePeriod Principal and Co-founder Steve Lockshin shares, “Eric and I had known of each other for quite some time, but we had surprisingly never met. When we recently invested in the same private FinTech company, we finally got to talking about our philosophies and the future of our industry.” Lockshin runs a specialized team in AdvicePeriod’s Los Angeles headquarters dubbed “the Lab,” which researches and analyzes tools and technology before pairing solutions to the needs of family offices. Koeplin plans to build his own “Lab” with similar personnel in Denver.

“After I sold my company, I did due diligence on hundreds of advisory firms across the country,” explains Koeplin. “AdvicePeriod ticked all the boxes. Their awards speak for themselves, earning recognition from industry and top-tier business publications alike. Their rapid growth and innovation prove that their business model works. I also plan on taking full advantage of their back office support so I can devote more time to my clients.”

AdvicePeriod was most recently awarded the Pacesetter IMPACT Award™ at Schwab IMPACT®, the nation’s largest and longest-running annual gathering of independent advisors. Other industry recognition includes being named Innovator of the Year and Best Family Office 2018 and Thought Leader of the Year 2019 by Wealthmanagement.com. Lockshin and Koeplin have both been recognized numerous times as one of the top advisors in the country by Barron’s.

“But what really pushed me over the edge,” adds Koeplin, “was their culture.” AdvicePeriod was named an Inc. Magazine Best Workplace in both 2018 and 2019, and Koeplin felt he truly found “kindred spirits” within the AdvicePeriod team.

About AdvicePeriod
AdvicePeriod is a leading, SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth. Their mission: to make wealth management more fair, effective, and successful; for clients and advisors alike. To learn more, visit: http://www.adviceperiod.com.

AdvicePeriod is not owned or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Award® is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services® serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

*Barron’s recognitions are based upon factors including assets under management, revenue produced for the firm, regulatory record, and quality of practice. Quality of practice includes an advisor’s regulatory/compliance record and philanthropic and charitable work.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jonathan Row
@AdvicePeriod
Follow >
AdvicePeriod
Like >
Visit website