AdvicePeriod Expands on East Coast With New Office In Pennsylvania

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The addition of Partner Advisor Grady Wirth, CFP®, marks the firm’s 29th advisor to join

Grady mirrors our commitment to both working hard for our clients and giving back to our communities

AdvicePeriod, a nationwide network of like-minded advisors, is pleased to announce the addition of Pittsburgh native Grady Wirth, CFP®, as a Partner Advisor in Pennsylvania.

Wirth was previously a financial advisor with Hefren-Tillotson, where he started his career as an intern and worked his way up to become an experienced advisor. He provided hundreds of individuals and families with wealth management services including estate and tax planning. While serving as a Chairperson for the Financial Planning Association of Pittsburgh’s Board of Directors, Wirth worked closely with distinguished professionals to promote and advance the art and science of financial planning, and ultimately chose to join AdvicePeriod to continue pursuing this passion.

“We’re all excited to have Grady as a part of the team. His tenacity will make him stand out from the rest,” says Matt Lovejoy, Head of Business Development at AdvicePeriod. “We are a planning-first firm. With Grady’s experience and love for what he does, we know he’ll provide value to his clients and AdvicePeriod as a whole.”

“Grady mirrors our commitment to both working hard for our clients and giving back to our communities,” comments Steve Lockshin, Co-founder and Principal at AdvicePeriod. Holding true to core beliefs has led to the rapid expansion of like-minded partner advisors looking to reinvent wealth management.    

About AdvicePeriod:
AdvicePeriod is a leading, 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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Jonathan Row
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