AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, Inc. (Kestra Financial), an industry-leading independent advisor platform, today announced the addition of Potomac Financial Consultants, a boutique, independent financial services firm with a history spanning over three decades.
Located in the metropolitan D.C. area, Potomac Financial Consultants is led by President Michelle Bender, CFP®, AIF®, a 20-year veteran of the financial and asset management industry. The professionals of Potomac collectively oversee approximately $245 million in assets under management.
“In order to grow my firm, I need a partner with the resources and scale to support my goals. Kestra Financial’s top-notch business consulting, next-generation technology and practice enrichment are exactly what my firm needs to support our goals,” said Ms. Bender. “As client needs continue to rapidly evolve, I feel confident our partnership with Kestra Financial will help me to continue to deliver personalized, best-in-breed service while expanding my business,” she added.
Potomac’s personnel provide specialized advisory services, including portfolio management, retirement planning and insurance consulting. In addition, they help small business owners design and manage their company’s defined contribution plans.
“Potomac Financial Consultants was looking for a partner who understands the ever-changing advisory industry and the dynamic nature of technology,” said James Poer, CEO of Kestra Financial. “We are proud to empower Michelle and her sophisticated team by offering them a boutique experience, on-call business consultants and the resources needed to provide excellent client service while simultaneously growing.”
Before joining Kestra Financial, Potomac was associated with INVEST Financial Corporation.
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. 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 Kestra Advisory Services, LLC.