Kestra Financial is an independent wealth management platform and broker-dealer that has supported financial professionals for more than 20 years. Based in Austin, Texas, the company describes its approach as a partnership, helping advisors and firms grow while keeping their clients and business priorities at the center. Its services include business consulting, technology support, transition assistance, succession planning, and private wealth services. Kestra also offers practice-management guidance and opportunities for financial professionals to connect, share knowledge, and learn from peers across the country.

The platform aims to combine personalized support with resources that help firms operate and develop. Its consultants advise on critical business areas, while its technology solutions are intended to improve efficiency. Kestra highlights direct access to leadership, a collaborative culture, and flexibility to address individual needs. Through its affiliated companies, Kestra provides brokerage and investment advisory services through appropriately registered or licensed representatives. The firm also hosts events such as Ascend, bringing affiliated advisors together to explore ideas for business growth and stability.