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Press Release

AdvicePeriod Extends East Coast Reach with New Office

By September 11, 2020July 13th, 2021No Comments

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, Virginia.

The addition of Nelson to the AdvicePeriod team highlights how the firm’s goal to simplify wealth management aligns and resonates with many advisors around the nation. AdvicePeriod takes a client-centric approach to wealth management, focusing on helping clients fully understand the financial aspects of their lives, owning that, and providing successful results.

“What attracts many Partner Advisors to AdvicePeriod is the concept of being laser-focused on the client experience,” says Steve Lockshin, AdvicePeriod Co-Founder. “Simplicity, Ownership, and Growth are considered the three pillars with which we help our Partner Advisors, which in turn, ultimately helps their clients.”

AdvicePeriod’s commitment to these pillars attracted Nelson to the firm. “With AdvicePeriod, my business is simplified, I’m focusing on my clients more, and I’m providing them with better resources and information that many firms have not yet adopted,” explains Nelson.

As the firm gains nationwide recognition for its unique approach to wealth management, AdvicePeriod continues to grow in size. “We’ve recently added two new Partner Advisors to our network, and we’re extremely excited to work with Brett,” says Lockshin. “His eagerness and passion for his clients shines through.”

AdvicePeriod expects to add more Partner Advisors in the near future.

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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