Kestra Private Wealth Services Guides Freedom Fiduciary Advisors to IndependenceAUSTIN, Texas — Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Freedom Fiduciary Advisors.
Located in Virginia Beach, Virginia, Freedom Fiduciary Advisors is led by Ron Kiser and Chris Heilman with the support of Sandi Hickman and Ashley Holland. The newly independent team takes a proactive approach to portfolio management, helping clients attain their financial goals through active management, risk protection, and disciplined rebalancing.
"In our previous environment, we felt like decisions were prioritized by risk and return to the firm rather than risk and return to our clients' portfolios,” said Kiser. “The independent model gives us the freedom to work in our clients’ best interests every single day with no outside forces telling us differently. After a vigorous search for an independent partner, we ultimately landed on Kestra PWS due to their concierge-level service that we experienced from our very first meeting."
The professionals of Freedom Fiduciary Advisors oversee approximately $250 million in assets. Over the next five years, Kiser and Heilman are looking to recruit financial professionals who also want to break free from corporate agendas, proprietary solutions, and the uncertainty of mergers that come with larger corporations.
“Freedom Fiduciary Advisors’ client-first approach is a logical fit for the Kestra PWS family,'' said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “Through back-office support and in-depth expertise, we are excited to help Ron and Chris grow their firm and provide clients with the high-class service they deserve.”
This is the second firm Kestra PWS has partnered with in Virginia and marks a total 36 firms supported in 28 locations across the country.
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee- and transaction-based independent financial professional teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial professionals to achieve independence and growth. The firm's platform is composed of its independent RIA in association with Kestra Investment Services, LLC (Kestra IS) as broker-dealer in order to provide its financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. Kestra PWS has helped over 30 single- and multi-team offices across the country find independence with their full-service support model.
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.
Kestra Financial is the parent company of Kestra IS, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra PWS; and Kestra Institutional Services, LLC, all federally registered investment advisers.
The professionals at Freedom Fiduciary Advisors offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services offered through Kestra PWS. Freedom Fiduciary Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. Freedom Fiduciary Advisors is not affiliated with Kestra IS.
Gregory FCA for Kestra PWS
Jill Fritz, 484-832-7034