Charted Wealth Joins Kestra Financial with $300M Planning-Led Practice

Addition reflects Kestra’s ongoing focus on disciplined growth alongside like-minded advisory firms

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, today announced that Charted Wealth, a planning-based investment management team with offices in Reading, Massachusetts and Latham, New York, has joined its community of independent financial advisors. Advisors with the firm currently serve approximately 225 client households and oversee more than $300 million in assets under advisement, including qualified plan and retirement assets.

Co-founded in 2021 by George Bowen and Jim Davos, the Charted Wealth team also includes Maria Bethune, Director of Client Services, and Rachel Hahn, Financial Assistant. Built around a commitment to fiduciary advice, the firm's model begins with a comprehensive financial plan for every client, covering investments, retirement, and estate planning. The approach is designed to bring the coordination and attentiveness typically associated with family office relationships to mass-affluent and lower-high-net-worth clients, generally those with investable assets of $2 million or more.

Looking ahead, the Charted team plans to grow meaningfully, adding clients whose needs align with the firm's planning-led approach while building long-term capacity through the future addition of next-generation advisors.

"At Charted Wealth, everything starts with a plan, and that plan drives every decision we make for a client," said George Bowen, Co-Founder of Charted Wealth. "When we evaluated where to take the firm next, we were looking for a home office that genuinely invests in its advisors. That's what we found at Kestra, and we're excited to build on that for our clients and our team."

"We spent a lot of time evaluating our options, and Kestra stood out for the same reasons our clients choose us," said Jim Davos, Co-Founder of Charted Wealth. "The people are genuine, the support is real, and the values line up. For our clients, nothing changes except that we have an even stronger foundation to serve them from."

"George, Jim, and the Charted team have built a practice that punches well above its weight, delivering the kind of coordinated, client-first planning that many larger firms reserve for their biggest accounts," said James Collins, Head of Business Development at Kestra Financial. "That's exactly the kind of firm we want in this community, and we're glad they found their home here."

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 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.