Kestra Financial Adds Merkel Financial to PlatformAUSTIN, Texas--Merkel Financial, a full-service, fee-based wealth management practice, has selected industry-leading Kestra Financial, Inc. (Kestra Financial) as its independent advisor platform.
Headquartered in Columbus, Ohio, Merkel Financial is led by nationally recognized industry leader Michelle M. Merkel, CFP®, who has over 27 years of wealth management experience. The firm, founded in 1992, provides wealth management and estate planning services to high-net-worth individuals, families, business owners, and entrepreneurs.
“In selecting Kestra Financial, our objective was to find a partner that would be able to deliver the support, platform, and technology solutions that enable and enhance our ability to continue to provide top service to our clients,” said Merkel. “After learning about Kestra Financial’s offerings, we knew they were equipped with the tools to help us carry out that vision while we continue to focus on what matters most – helping our clients.”
Merkel Financial’s professionals offer a wide spectrum of products and services, including business, estate, and personal financial planning. As a female entrepreneur herself, Merkel maintains a unique focus on business owners and women. She has an appreciation for the similar and significant role they hold in planning for their family’s financial health.
Michelle oversees $206 million in assets under management.
“At Kestra Financial, we understand the depth of resources required to support and grow a wealth management team of Merkel Financial’s magnitude,” said Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “We are eager to partner with this group of talented professionals in what we are confident will be a growth-focused relationship for years to come.”
About Kestra Financial
Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC; all federally registered investment advisers.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Merkel Financial is not affiliated with Kestra IS or Kestra AS.
Gregory FCA for Kestra Financial
Allie Long, 610-228-2103