The Kestra Financial website uses cookies for a number of reasons, such as to keep our sites reliable and secure, personalizing content and ads, providing social media features, and to analyze how our sites are used. Accept & Continue
Financial Professional Login
Kestra Financial logo Kestra Financial logo

AdvisorHub’s Annual Rankings Feature 21 Kestra Advisors

View the List

 

Kestra Financial is built around you

We’re independent and connected. Leaders and collaborators. We’re focused on the big picture and the smallest details. It’s what makes us who we are: the industry-leading independent wealth management platform that empowers your success.

Get to know us
  • Trophy

    Sophisticated Professionals

    Founded on a partnership culture that attracts leading financial professionals and selectively engages the best talent

  • Flag

    Sized for Success

    Nimble enough to address individual needs while still offering superior resources

  • Key

    Executive Involvement

    Unparalleled direct access to our leadership team and their experience and expertise

  • Globe

    Unique Roots

    Based in Austin and built on an innovative and independent spirit recognized across the country

Fish & Associates joined Kestra Financial in 2000

We put your business above everything else

You're more than a financial professional with a book of business. You're an entrepreneur. A leader. And to us, a partner. That's why we put you first in everything we do, from transition to growth to succession planning.

Explore our partnership approach

GROW YOUR BUSINESS, NOT YOUR BURDEN

Your clients are your business. They demand your focus. But your success depends on more than your clients. Our consultants provide expertise in all of your critical business areas. Dive deeper into each of the ways we help you grow your business on the following topics and more.

Download content designed to help you monetize your business
Kestra Financial provides a wide range of downloadable content ranging in topic from Strategy, People & Performance, Operational Efficiency, Growth & Marketing, Wealth Management, and Financial Management

INVESTMENT NEWS

Kara Murphy on Bloomberg Radio November
Conversational Shift from Elections to Earnings 11/04/2024 Listen Now
Kara Murphy on Bloomberg Open Interest October
Kara on Bloomberg: Seeing excitement in sectors of the NASDAQ 10/29/2024 Watch Video
Kara Murphy on CNBC Closing Bell October
Kara on CNBC: Q3 earnings, impact of interest rate changes 10/28/2024 Watch Video

High Praise

Here's what our high-performing independent financial professionals say about our collaborative community that builds shared success.

  • Kestra Financial partner Shawn Okumura, Principal at Transitions Wealth Advisors

    At Kestra Financial, everyone is a partner in our success. The practice management guidance, technology efficiencies, and approachability of the executive management team stand out. Amongst the firms at Kestra Financial, there is a culture of collaboration, active sharing, and forward-thinking. Whenever I have a challenge, the answer is “let’s see what we can do to make this work.” I have every confidence that Kestra Financial will adapt to help our business truly thrive.

    Shawn O. — Joined Kestra Financial in 2012
  • Kestra Financial partner Scott Tobe, President at Signature Financial Planning

    Kestra Financial has provided access for my firm, Signature Financial Planning, to network with other successful and like-minded financial professionals from around the country. They have given us a platform to learn from some of the best minds in the industry. Signature has benefitted time and again from the relationships that Kestra Financial has made available.

    Scott T. — Joined Kestra Financial in 2005

GOOD NEWS TRAVELS FASTER See what Kestra Financial is up to

Shipping containers

Trump Tariffs 2.0

Tariffs aren't new but the next round of tariffs outlined by the incoming Trump administration will be new to the US economy. Kara Murphy, CIO, KIM looks at the possible impact of increased duties on incoming goods to US industries, trade deficits and inflation.

Read More