Billion Dollar Wells Fargo Team Joins AdvicePeriod in San Diego

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National Advisory Firm Welcomes Industry Veterans Jackie Lewis and Ryan Goldenhar

We wanted to partner with a firm that would allow us to spend meaningful time with our clients, discussing what really matters to them.

AdvicePeriod, an advisory firm built for advisors, by advisors, announces the addition of Ryan Goldenhar and Jackie Lewis as Partner Advisors. Jackie and Ryan will open a new office in San Diego and leverage AdvicePeriod’s home office in Los Angeles to service their California based clients.

“We could not be more happy to have Ryan and Jackie on the team,” says Larry Miles, AdvicePeriod Principal. “They are incredibly successful advisors who were looking for the best home for their clients. It’s an honor that they are partnering with us.”

“AdvicePeriod makes so much sense for our clients,” explains Jackie. “We wanted to find a firm that could provide us the resources we need to do even more for our families and we know we’ve found it.”

“Our clients are our passion,” continues Ryan, “we wanted to partner with a firm that would allow us to spend meaningful time with our clients, discussing what really matters to them.”

As advisors across the country continue to seek something better for their clients and themselves, AdvicePeriod has emerged as a favorite option for advisors with ultra-wealthy and high net worth clients alike.

“Honestly, we are way ahead of schedule,” says Miles. “We’ve only focused on attracting like-minded advisors for 2 years. The fact that we’re one of the five fastest-growing RIAs in the country speaks to the need within the advisory community for something better. Our growth also reflects the tremendous work our advisors do every day with their clients.”

Focused on executing their mission of reinventing wealth management, AdvicePeriod plans to share additional new Partner Advisors and officially announce their estate planning visualization technology soon.

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Jonathan Row
@AdvicePeriod
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