Kestra Private Wealth Services Welcomes $400 Million Campus Private Wealth to Its Growing Community

Experienced advisors embrace independence to deliver customized financial solutions

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced that Campus Private Wealth has joined its platform. This partnership represents a shared commitment to delivering highly tailored client service.

Based in Arlington, VA, Campus Private Wealth specializes in high-end generational wealth strategies. Founders Bill Milby, CEO and CIO, and Jason Lindner, COO, have tailored their approach to ensure every client’s financial plan aligns with their unique needs and aspirations. The name “Campus Private Wealth” reflects the life cycle of personal growth and achievement that a professional typically embarks upon—starting on campus, building a career, giving back, and in some cases, retiring in cities near their alma maters. This philosophy resonates deeply with the team’s mission to guide clients through all stages of life, from early adulthood to retirement.

Kestra PWS provides advisors with the tools and resources necessary to succeed as independent business owners, including advanced compliance solutions, cutting-edge technology, and back-office support. This comprehensive platform enables advisors like Campus Private Wealth to prioritize client relationships and deliver exceptional service.

“We are thrilled to welcome Campus Private Wealth to Kestra PWS,” said Rob Bartenstein, CEO at Kestra Private Wealth Services. “Bill and Jason’s dedication to customized client care and forward-thinking strategies perfectly aligns with our mission to empower independent advisors to achieve their full potential.”

Milby and Lindner’s decision to join Kestra PWS stems from their desire to elevate their practice by transitioning to an independent model. “We wanted to make this move while at the top of our game, ensuring we could deliver an even more customized experience for our clients,” said Milby. “Kestra PWS offers the perfect blend of independence and support, allowing us to focus on what matters most—our clients.”

About Kestra Private Wealth Services

Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX and supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses. The firm’s platform is composed of its independent RIA as a broker-dealer to provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. The firm’s comprehensive support covers every detail of transition, from office setup to compliance, freeing advisors to focus on serving clients and growing their wealth management businesses. Kestra PWS has helped more than 125 financial professionals and more than 50 single- and multi-team offices across the country find independence with their full-service support model. For more information, visit https://www.kestrafinancial.com/private-wealth-services.

Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers independent financial professionals – including traditional and hybrid RIAs – to prosper, grow, and provide superior client service. Kestra Financial offers advisors and firms personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals, ultimately enabling their growth, success, and ability to best support their own clients.

The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.