AdvicePeriod / Financial Advisor in Austin, Texas

Thomas Donnelly, CFP, JD
- #1 National and California Ranked Investment Advisor - Barron's* - #1 Place to Work in Los Angeles - Los Angeles Business Journal**
- #1 Wealth Management Company in the US - FINTECH Breakthough***
Think of us as advisors with a loftier goal
Twenty years ago, our thinking was unique - put clients first and deliver institutional-quality advice to high net worth families. Today every banker, broker and advisor claims to offer the same level of service, leaving clients wondering where to turn. In all this sameness, AdvicePeriod offers a new direction. Our thinking has led us to start-up a wealth management practice that focuses on providing clients actionable advice with tangible impact.
Our efforts as complex planners and qualified fiduciaries deliver a better view of the big picture, and enable you to keep more of your wealth to provide for future generations. Working with top industry professionals, including your existing trusted advisors, we ensure follow-through on decisions that impact your wealth.
*Lockshin team ranked #1 National 2011, #1 California 2012, 2013 **LA Business Journal Small Companies 2016 ***FINTECH Breakthrough Awards 2017

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