AdvicePeriod Bolsters Operations in Advance of Expansion

Share Article

Wealth manager adds industry veteran to further support its innovative growth and client-service strategy

Leading wealth advisory firm AdvicePeriod announces key Operations hire, industry veteran Matthew Woodward. Mr. Woodward brings extensive experience developing, implementing, and managing the policies and procedures that govern multi-billion-dollar advisor platforms.

“We are growing fast,” says Larry Miles, Principal with AdvicePeriod. “Investing in our infrastructure will allow us to continue adding more advisors at our industry-leading pace.”

AdvicePeriod is pursuing a growth strategy unique for a Registered Investment Advisor. They are adding franchise-like partners, who leverage AdvicePeriod’s brand, technology, and foundation, while maintaining control of their business.

“Advisors want to make more money – it’s not rocket science,” said Mr. Miles. “We will help them grow, scale, and control their business.” Advisors who join the AdvicePeriod network will be able to delegate all aspects of the back office, so they can spend more time with existing clients and on business development.

“Advisors do not get in this business to spend their day on compliance, marketing, and operations,” commented Jack Straub, Principal with AdvicePeriod. “We take all of that red tape off their plate, so they can prioritize what they do best – advise clients.”

With both experience as a frontline financial advisor at Merrill Edge as well as leading operations and business analytics at Western International Securities, Mr. Woodward is uniquely positioned to ensure AdvicePeriod’s Operations team provides timely, client-focused account maintenance for all of the firm’s clients.

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

Share article on social media or email:

View article via:

Pdf Print

Contact Author

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