Platform Expands Wealth Management Offering, Accelerating Growth of Platform Advisors Arm
May 01 2024 - 9:11AM
Business Wire
Platform Advisors, the professional services arm of Platform
Accounting Group, announced the launch of Platform Wealth Advisors,
a national wealth management advisory.
With the acquisition of Walpole Financial Advisors based in
Goleta, Calif., Platform has launched Platform Wealth Advisors to
better serve its current tax and accounting clients in need of
trusted wealth advisors. The firm stands apart with a commitment to
Evidence-Based Investing™ backed by 50 years of financial science,
a human-first approach to every client and access to a robust
network of financial experts and specialties. They serve
individuals, families and businesses in growing, managing and
preserving their wealth, and aligning their values and financial
choices.
Platform Wealth Advisors not only uses an investment approach
grounded in the latest financial science and research, they have
access to a network of industry-leading professional services
teams. Clients now get the benefit of all of their professional
service teams working in collaboration and as part of a network
grounded in the same ethos and commitment to high-touch care.
“Platform shares our financial philosophy and approach to
building long-term relationships,” said Kirk Stovesand, partner and
founder of Walpole Financial Advisors. He will now lead the
Platform Wealth Advisors team. “With the increasingly complex world
of regulation, compliance and portfolio management, being able to
join with a variety of experts and specialties, and gain access to
cutting-edge technology and resources, means we can better serve
our clients and spread our wealth strategy to more people.”
Platform Accounting Group acquires and supports boutique
accounting and professional services teams across the country, with
28 locally-branded firms. Platform Advisors provides those local
clients and the broader Platform network access to specialized
expertise and a myriad of professional services, including
specialty tax, wealth management, technology consulting and
more.
About Platform
Platform is a professional services organization created to
preserve the dynamics of small firm cultures while incorporating
the technology and connectedness of the 21st century. We offer
local professional services teams enterprise-grade resources,
capabilities and support so they can focus their time and energy on
personal, high-touch relationships with their clients. Find out
more at https://platformadvise.com/
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Shannon Mehner smehner@platformag.com 949.836.7771