Kestra Financial Welcomes Gardner Wallace to PlatformAUSTIN, Texas--Kestra Financial, Inc. (Kestra Financial), an industry-leading independent advisor platform, today announced the addition of Gardner Wallace Financial Solutions (Gardner Wallace), including its advisors Frances Gardner, CFP®, CFEd®, CDFA®; Andrew Gardner, CFP®, CFEd®; and Patrick Wallace, ChFC®, CFEd®.
Based in Addison, Texas, Gardner Wallace offers a broad portfolio of services for businesses, individuals, and families. The firm’s personnel specialize in worksite financial education, business succession and transition strategies, as well as comprehensive retirement planning with a unique focus working with widows and divorcees.
“We continually strive to deliver personalized, dynamic, and comprehensive service and wealth management solutions to our clients,” said Frances Gardner. “Aligning with Kestra Financial will provide our firm with the technological tools needed to create a custom client experience, as well as the resources to expand our financial planning practice and fulfill our motto of ‘Solutions that Fit.’”
Gardner Wallace’s advisors have a combined experience of over 70 years and collectively oversee approximately $235 million in assets.
“From the beginning, Frances, Andrew, and Patrick were looking for a partner with access to the best-in-class technology systems to drive their business’s efficiency and enable them to deliver superior client services,” said Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “We’re confident our technology platform and vast industry expertise will help Gardner Wallace achieve their business objectives and empower their future success.”
About Kestra Financial
Kestra Financial, Inc. (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. Gardner Wallace Financial is not affiliated with Kestra IS or Kestra AS.
Gregory FCA for Kestra Financial
Jill Fritz, 215-240-6398