Based in the Harrisburg, Pa. area and led by husband and wife team Taylor Ranker, CFS® and Sonya Ranker, CFP®, CDFA®, the advisors at Questmont collectively oversee $420 million in assets.
“Our mission at Questmont is and always will be to efficiently and effectively protect and grow our clients’ wealth,” said Mr. Ranker. “To do that, we knew we needed a dynamic partner whose culture of carefully chosen firms would align with our client-first mentality and whose offering – particularly in technology – would grow our business. From the start, we knew Kestra Financial would fit the bill.”
Questmont provides highly personalized, comprehensive wealth management solutions, including insurance services, with a focus on catering to the unique needs of business owners and women in transition.
“Taylor, Sonya and the team at Questmont were looking for a partner that could take their business to the next level while arming them with the tools needed to enhance client service,” said Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “At Kestra Financial, we offer adaptable technology solutions that will support Questmont’s next phase of growth, simplify their operations and ultimately strengthen their client offering.”
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 (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Questmont Strategic Wealth Advisors is not affiliated with Kestra IS or Kestra AS.