AdvicePeriod, is pleased to announce the addition of Justin Fulton, JD, CFP®, as Partner Advisor. Fulton will open a new office in Virginia Beach, Virginia, further expanding the firm’s national footprint.
Fulton was previously a Client Strategist at Signature Family Wealth where he served many of the firm’s most affluent clients. With more than two decades delivering comprehensive wealth management solutions, Fulton is focused on what really matters to his clients.
“Justin is a huge win for us,” says Larry Miles, AdvicePeriod Principal. “He is exactly the type of advisor we want to work with: planning first, tech-enabled, and he wants to change the world.”
“I’m making this move because of my clients,” shares Fulton. “AdvicePeriod gives me access to more resources, more technology, and puts me in control to do what is best for my clients. Joining AdvicePeriod was a no-brainer.”
The addition of Fulton demonstrates the steep growth trajectory of the firm and their ability to quickly expand to new markets. By utilizing best-in-class technology and planning resources, AdvicePeriod is able to attract advisors nationwide and seamlessly plug them into an extensive operational infrastructure.
“Changing firms is a painful process. But we help most of our advisors do it in less than three weeks,” says Miles. “By lowering the friction of making a move, we make it easier for advisors to do what is best for their clients.”
Over 40% of AdvicePeriod partner advisors have signed their largest fee-paying client within the first year with the firm. “We work very hard to offer our advisors an opportunity to work with larger, more complex clients,” shares Miles. “We source new client opportunities and help our advisors close them. Our advisors want to impact more lives and change the wealth management industry.”
Stay tuned for additional announcements on new AdvicePeriod offices and advisors in the coming months. Are you interested in reinventing wealth management? Plug in today.