Kestra Financial Welcomes $550 Million Ecclesiastes Wealth Partners to Its Advisor Community

Planning-first Texas firm joins Kestra to support continued growth and expand client capabilities

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, today announced that Ecclesiastes Wealth Partners ("Ecclesiastes"), a Richardson, Texas-based wealth management firm, has joined its community of independent financial advisors. The financial professionals affiliated with Ecclesiastes oversee approximately $550 million in client assets. The addition strengthens Kestra's advisor community with a firm focused on its long-term client relationships, personalized guidance, and multigenerational wealth planning expertise.

Founded by Shannon Harris, Ecclesiastes specializes in helping clients align financial decisions with their long-term goals through comprehensive financial planning, investment management, and multigenerational wealth planning. Harris and partners Sarah Walsh and Justin Snowden bring a range of advanced financial planning and wealth management credentials, including CFP^®, BFA^®, APMA^®, CDFA^®, EA^®, and CMFA^®, reflecting the firm's commitment to delivering personalized advice and comprehensive planning solutions.

Through its partnership with Kestra, Ecclesiastes gains access to an expanded wealth management platform, integrated technology, business consulting resources, and marketing support designed to help the firm continue growing while maintaining its personalized, planning-focused approach to client service.

As the firm continues to grow, Ecclesiastes plans to leverage expanded technology capabilities, including AI-powered tools, to increase efficiency, scale the business, and enhance the client experience.

"We are constantly looking for ways to enhance the value we bring to our clients," said Harris. "What stood out to us about Kestra was the combination of flexibility, resources, and support. It gives us access to additional planning solutions and technology while allowing us to continue building the business in a way that reflects who we are and how we serve our clients."

In addition to its platform capabilities, Kestra's culture and advisor community were important factors in the firm's decision. Ecclesiastes was drawn to the opportunity to collaborate with other independent advisors while preserving the flexibility and control of its business.

"Shannon, Sarah, and team have built an impressive practice rooted in service, planning excellence, and a genuine commitment to helping clients achieve meaningful outcomes," said John Amore, President of Kestra Financial. “Firms like Ecclesiastes are exactly the type of growth-oriented, client-focused businesses we are proud to partner with. We are excited to welcome Ecclesiastes to the Kestra community and look forward to supporting the firm's continued growth.”

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.

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. Kestra Financial, Kestra PWS, Kestra IS, Kestra AS, Bluespring Wealth Partners, Kestra Investment Management, Arden Trust Company and Comprehensive Brokerage Services are affiliated under common ownership of Kestra Holdings. For more information about Kestra Financial, please visit www.kestrafinancial.com.