Grandview Partners Joins Kestra Financial’s Advisor Community

New England-based team joins with approximately $800 million in AUM, reinforcing its commitment to high-quality, relationship-driven service

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, today announced that Grandview Partners (“Grandview”), a Westwood, Massachusetts-based firm whose personnel manage approximately $800 million in AUM, has joined its community of independent financial advisors.

Founded in 2019 by Douglas Mavilia, CFP®, Timothy Ryan, CRPC®, and Peter Smith, CFP®, AIF®, the firm has grown to serve approximately 650 client households. The advisory team has experienced growth with the addition of advisors Dan Sparta, CFP®, AIF®, and Peter Donohoe, CFP®, APMA®, CRPS®, CAP®, which has strengthened the firm’s depth and capacity. Additional team members include Lindsey Hardy, Director of Operations, who oversees onboarding, asset transfers, and client service coordination.

Grandview’s ten-person team supports a variety of clients, including individuals, families, and business owners. Through a comprehensive planning and investment approach, Grandview’s clients benefit from a structure in which the entire team is engaged in service and communication, helping ensure consistent, high-quality guidance as their needs evolve.

Grandview selected Kestra Financial for its accessible support teams and cultural alignment, allowing the firm to maintain its client-service philosophy while enhancing operational scale. The transition preserves Grandview’s existing team, planning process, and client relationships, ensuring continuity of service.

“Kestra’s approach and commitment to accessible, high-quality service were clear from the start,” said Doug Mavilia, Partner at Grandview Partners. “Their culture aligns with how we serve our clients – collaboratively, consistently, and with attention to the details that matter. This partnership strengthens our ability to deliver on that promise.”

“Grandview Partners reflects the kind of firm that excels at Kestra: relationship-driven, growth-minded, and committed to client care,” said James Collins, Head of Business Development at Kestra Financial. “We’re proud to welcome them and look forward to supporting their continued success.”

Grandview Partners enters Kestra Financial with strong momentum and a clear long-term vision for continued expansion.

About Kestra Financial
Kestra Financial is a leading independent wealth management platform headquartered in Austin, Texas. A division of Kestra Holdings and established in 1997, the firm empowers independent financial professionals and wealth management firms – including traditional and hybrid RIAs – by offering personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.

Overseeing $142 billion in assets under advisement (AUA) through its subsidiaries, Kestra Financial supports more than 1,300 producing financial professionals and is committed to delivering superior service that enables their growth, success, and ability to best support their own clients.

The Kestra Financial division includes affiliates of 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. Other companies referenced in this publication are not affiliated with the Kestra companies referenced above.

For more information about Kestra Financial, please visit www.kestrafinancial.com.