AUSTIN, Texas--(BUSINESS WIRE)--Industry-leading independent advisor platform, Kestra Financial, Inc. (Kestra Financial), announced today the addition of The Main Street Group, the latest in its recent recruitment streak.
Headquartered in Glen Allen, Va., with two additional offices throughout the state, The Main Street Group specializes in wealth management and insurance services. Their financial advisors collectively oversee $270 million in assets under management. Founded in 1984 by Chief Executive Officer Steve Crawford, the firm has since grown to 22 total advisors and employees. Steve holds several professional designations, including Chartered Life Underwriter, Chartered Financial Consultant and Certified Divorce Financial Analyst, among others.
“Kestra Financial is dedicated to providing state-of-the-art technology, personalized consultation and practice management support to experienced wealth management firms like The Main Street Group,” said James Poer, CEO of Kestra Financial. “To support Steve’s goal to ramp up growth in 2018 and beyond, Kestra Financial is already equipping his team with the many resources we have at our disposal.”
“The Main Street Group sought a partner with experience helping firms like ours navigate the complex business issues that face advisors today, while offering the bespoke services that make us feel like partners – and not just a number,” Crawford said. “We quickly recognized these capabilities in Kestra Financial and are confident our new relationship will position our firm for 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 advisors. For more information about Kestra Financial, please visit www.kestrafinancial.com.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through The Main Street Group. Kestra Investment Services, LLC is not affiliated with The Main Street Group.