AdvicePeriod Adds Fourth Partner Advisor in Three Months

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AdvicePeriod continues to rapidly expand, opening an office in Upstate New York, furthering their presence on the East Coast.

At AdvicePeriod, we often ask ourselves what the wealth management firm of the future would look like.

AdvicePeriod, a nationally recognized wealth management firm built for advisors, by advisors, is pleased to announce the addition of Matt Wallen CFA®, CFP® as a Partner Advisor in Vestal, NY.

Wallen joins AdvicePeriod at a pivotal time in the wealth management industry. The ongoing COVID crisis has encouraged and expedited technological adoption within the industry. “At AdvicePeriod, we often ask ourselves what the wealth management firm of the future would look like,” says Larry Miles, AdvicePeriod Principal. “Then we methodically chip away at adding those features into our firm today.”

The idea of bringing the future into the present has positioned the firm to attract many enthusiastic, technology-forward advisors who want to positively impact their clients and the advisory business as a whole.

“AdvicePeriod is a thought leader in the Fintech space. Utilizing their resources, such as estate planning technologies, can help create efficiency and growth for my practice,” explains Wallen. The firm’s growth in the tech space was recently highlighted by, naming AdvicePeriod co-founder Steve Lockshin a finalist for the Innovator of the Year award for his role in developing this robust estate planning technology, Vanilla.

The addition of Wallen marks the firm’s fourth Partner Advisor in three months. AdvicePeriod expects to welcome many more, growing the overall business as well as helping advisors grow theirs.

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About AdvicePeriod

AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for 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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Caprice Gibson
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