Articles from Kestra Financial

Kestra Financial, an industry-leading wealth management platform, today announced that Grandview Partners (“Grandview”), a Westwood, Massachusetts-based firm whose personnel manage approximately $800 million in AUM, has joined its community of independent financial advisors.

Kestra Financial, an industry-leading wealth management platform, welcomed 26 financial professionals collectively overseeing more than $2.4 billion in assets under management in the first quarter of 2025.

Kestra Financial, an industry-leading wealth management platform, today announced that John V. Amore, the firm’s current head of wealth management, will assume the role of Kestra Financial president effective the beginning of April 2025. Stephen R. Langlois, the current president of Kestra Financial, will retire at the end of 2025. Langlois will remain on staff as a senior advisor through the end of the year, sharing his valuable expertise while ensuring a smooth transition.

Kestra Financial, an industry-leading wealth management platform, wrapped its annual ASCEND advisor conference last week, sharing forward-thinking strategies to help advisors drive the growth of their businesses in keeping with the meeting’s theme of looking “Beyond the Horizon.” Held from February 4–7 in Kestra’s hometown of Austin, Texas, this year’s event gathered leaders, colleagues and partners from across the Kestra ecosystem, including Kestra Holdings, Kestra Financial, Kestra Private Wealth Services, Bluespring Wealth Partners, Kestra Investment Management, Arden Trust Company, and Kestra Insurance Planning.

Kestra Financial, an industry-leading wealth management platform, today announced that it has welcomed Wealth Empowerment Financial Strategies (“WEFS”) to its network of independent wealth management firms.

Kestra Financial, an industry-leading wealth management platform, today announced the onboarding of SZC Financial Planning & Management (SZC Financial), a firm dedicated to providing personalized, high-touch service.

Kestra Financial, an industry-leading wealth management platform, today announced the addition of Erudite Wealth Management Inc. (Erudite), a full-service wealth management firm employing a proactive approach to serving clients through care and attention to detail.

Kestra Financial, a leading wealth management platform, today announced the improvement of its alternative investment offerings through an expansion of its strategic partnership with iCapital1, the global fintech platform powering the world’s alternative investment marketplace. This collaboration will deliver greater value to Kestra Financial advisors and their clients as they access alternative investments through iCapital’s technology platform.

Kestra Financial, an industry-leading wealth management platform, today announced the onboarding of Lodi Wealth Advisors, a wealth management firm committed to personalized, high-touch service.

Kestra Financial, an industry-leading wealth management platform, today announced the addition of Borger Financial Services (“BFS”) to its community of advisors. BFS’s financial professionals bring to the platform north of $600 million in client assets under management.

Kestra Financial, an industry-leading wealth management platform, today announced the onboarding of Element Wealth Advisors, a wealth management firm committed to client satisfaction.

Kestra Financial, an industry-leading wealth management platform, today announced record-breaking growth in 2023. The firm welcomed 110 new advisors and added $9.5 billion in assets.

Kestra Financial, an industry-leading independent wealth management platform, today announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets.

Kestra Financial, an industry-leading wealth management platform, welcomed to the business 23 financial professionals collectively overseeing more than $1.6 billion in assets under management in the second quarter of 2023. This announcement comes on the heels of strong Q1 results.

Kestra Financial, an industry-leading independent wealth management platform, today announced the addition of Mission Financial Planners, whose financial professionals oversee $120 million in client assets.

Kestra Financial, an industry-leading wealth management platform, has been awarded two Bronze Stevie® Awards in the Customer Service Department of the Year and Customer Service Team of the Year categories. The recognition showcases the company’s unwavering dedication to service excellence.

Kestra Financial, an industry-leading wealth management platform, today announced the first quarter addition of 26 financial professionals collectively overseeing $3 billion in client assets.

Kestra Financial, an industry-leading wealth management platform, today announced strong growth in 2022.

Kestra Financial, an industry-leading wealth management platform, today announced the addition of Steffan Hagendorf to its platform through his new partnership with Coastline Wealth Management, which joined Kestra Financial in 2014.

Kestra Financial, an industry-leading wealth management platform, today announced the addition of The Society for Lifetime Planning.

Kestra Financial, an industry-leading wealth management platform, today announced strong growth for the first half of 2022.

Industry leading wealth management platform, Kestra Financial, today announced the launch of Retirement Plan Enterprise (RPE) in partnership with Envestnet Retirement Solutions.

Kestra Financial, an industry-leading wealth management platform, today announced the hiring of Jennifer “Jen” Hollers as Head of Financial Planning.

AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced today that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated technology platform.

Kestra Financial, an industry-leading wealth management platform, today announced its latest quarterly recruitment results.

Kestra Financial, an industry-leading wealth management platform for independent financial professionals, today announced the addition of Ignite Wealth Planning.

Kestra Financial and TriLinc Global, LLC (“TriLinc”) announce their collaboration to provide financial professionals and their clients with access to alternative investment opportunities seeking low market correlation, competitive returns, and stable income, while pursuing environmental, social, and corporate governance (ESG) and impact objectives.

Crawford Financial Services, a wealth management firm based in Dover, Delaware, has joined Kestra Financial, an industry-leading wealth management platform for independent financial professionals.

Moore Private Wealth Group, a wealth management firm based in Cleburne, Texas, has joined Kestra Financial, an industry-leading wealth management platform for independent financial professionals.

Kestra Financial, an industry-leading wealth management platform for independent financial professionals, today announced the addition of Marc Goldstein Associates.

Kestra Financial, an industry-leading wealth management platform, today announced the hiring of Elena Stebakov as its Vice President of Product & Platform Management.