TAILORED GROWTH SOLUTIONS
FOR HIGH-PERFORMING
ADVISORY FIRMS
Business and Practice Management Consulting
As a high-performing financial advisor, your firm is your greatest asset. We’ve built a team of business consulting and practice management experts in partnership with Philip Palaveev, CEO of The Ensemble Practice, that will work with you to maximize the enterprise value of your firm for future monetization. Whether you need support navigating hiring challenges, identifying growth opportunities, enhancing operational efficiencies, and much more—Kestra Financial has your covered.
Unlock your firm’s full potential with our Business Consulting team
Wealth Management Solutions
Freedom of choice is a foundational element of your independence. Our wealth management team has crafted a diverse range of products, solutions, platforms, tools, carriers, and third-party asset managers you can select from to meet the unique needs of your clients and your business objectives.
Alternative Investments
Retirement Plans
Annuities
Investments
Insurance
Wealth Planning
Portfolio Construction
High Net Worth Solutions
Kestra Investment Management
Led by Kara Murphy, CFA®, Kestra Investment Management is Kestra Financial’s integrated portfolio management team of researchers, portfolio managers, traders, and analysts. The Kestra Investment Management team develops sophisticated, cost-effective investment portfolio solutions and timely market insights exclusively for Kestra-affiliated advisors so they can deepen their investment capabilities, generate client engagement, and scale their firms.
Explore the advantages of working with Kestra Investment Management
Kestra Planning Group
Partner with our team of CFP® professionals and paraplanners to supplement your firm’s financial planning capabilities. We’ll help you save time, serve more clients, and provide enhanced support to meet complex client needs. Our team also has an ever-expanding library of white-labeled personal finance content you can share with your clients to increase engagement and bolster your outbound marketing efforts.
Kestra Insurance Planning
Leading with financial planning is crucial for serving clients effectively at all life stages. Kestra Insurance Planning equips Bluespring Wealth Partners with concierge services, quality products, and expert insurance planning. Our dedicated teams assist with life, disability, long-term care, and fixed annuity solutions, including wealth transfer and advanced case design.
We provide a diverse suite of insurance products, ensuring you have the necessary tools to address various client needs, from legacy planning to wealth accumulation.
Learn more about Kestra Insurance PlanningBluespring Wealth Partners
Bluespring Wealth Partners is the merger and acquisition arm of the Kestra Holdings ecosystem helping wealth management firm founders monetize their life’s work, develop succession solutions, and create newfound growth. Bluespring partnership-based approach to acquisitions enables firm founders to preserve their core values while setting their clients and employees up for long-term success.
- Monetization
- Succession Solutions
- G2 Successor Training and Incentivization
- Growth Programs
Arden Trust Company
Arden Trust Company is a premier trust and estate administration partner within Kestra Holdings ecosystem focused on helping financial advisors expand their trust and estate planning capabilities. By partnering with Arden Trust Company, Kestra-affiliated advisors can deliver greater value to clients and capture a greater percentage of assets to grow their firms.
Enhance your service offering with trust and estate planning
Advisor Marketing
Leverage our in-house team of wealth management marketing consultants to help you differentiate your brand and optimize the impact of your marketing efforts so you can attract new clients, build your digital presence, position yourself as a thought-leader, and grow your firm.
- Marketing Strategy
- Brand Development
- Websites & SEO
- Lead Generation
- Email Marketing
- Client Engagement
- Newsletters
- Blogging