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Press Release

Marty Bicknell and Steve Lockshin Join Forces as Leonard Green & Partners Invests in Mariner Wealth Advisors

Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future.  Overland Park, Kan.– July 20, 2021 — Mariner…
July 20, 2021
Press Release

AdvicePeriod CFO Services Selected as a Finalist for Award

LOS ANGELES, CA. (June 10th, 2021) -- AdvicePeriod, a national network of like-minded advisors, has been selected as finalists for the Industry Awards. The publication’s industry awards recognize firms,…
June 10, 2021
Press Release Selects AdvicePeriod as Winner for Two Industry Awards

LOS ANGELES, CA. (September 17th, 2020) -- AdvicePeriod, a planning-first wealth management firm, is pleased to announce that it was selected as the winner of two Industry Awards: Innovator…
September 18, 2020
Press Release

AdvicePeriod Extends East Coast Reach with New Office

LOS ANGELES, CA. (September 11th, 2020) -- AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Brett Nelson as a Partner Advisor in Warrenton,…
September 11, 2020

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