Platform Expands Wealth Management Offering, Accelerating Growth of Platform Advisors Arm

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SALT LAKE CITY–(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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Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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