Kestra Financial Welcomes $600 Million Borger Financial Services
March 28 2024 - 9:30AM
Business Wire
New York City-based firm projects promising
growth with support of Kestra’s wealth management platform
Kestra Financial, an industry-leading wealth management
platform, today announced the addition of Borger Financial Services
(“BFS”) to its community of advisors. BFS’s financial professionals
bring to the platform north of $600 million in client assets under
management.
“In considering a new partnership, we searched for an
organization that would foster independence while supporting the
needs of a sophisticated high net worth client base,” said Debra
Clark, Principal of BFS. “Joining the Kestra Financial platform
will allow us to enhance our client offerings while accelerating
our firm’s expansion.” BFS, a multi-generational firm, has
demonstrated impressive growth, consistently achieving double-digit
increases year over year.
"We are thrilled to welcome Borger Financial Services to the
Kestra Financial family," said Stephen Langlois, President of
Kestra Financial. “Their commitment to excellence and family office
client service model exemplify what we are looking for in a
partnership.”
The relationship between Kestra Financial and BFS signifies a
mutual commitment to empowering advisor success. Partnering with
Kestra Financial, BFS aims to enhance its capabilities and deliver
even greater value to clients seeking comprehensive financial
guidance.
“Our decision to partner with Kestra represents the culmination
of an intense multi-year process. The affiliation greatly expands
our clients’ access to alternatives including private credit and
private equity. We’re excited to offer cutting-edge client
solutions powered by Kestra,” said Elie Borger, Co-Principal &
Managing Partner.
About Kestra Financial:
Kestra Financial is a leading independent wealth management
platform headquartered in Austin, Texas. A division of Kestra
Holdings established in 1997, the firm empowers independent
financial advisors and wealth management firms by offering
personalized support, integrated business management technology,
and access to a collaborative community of like-minded financial
professionals. Kestra Financial supports independent financial
professionals from across the country and is committed to
delivering superior service to enable their growth, success, and
ability to best support their own clients.
The Kestra Financial division includes 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.
Except for the referenced Kestra companies, Kestra IS, Kestra AS,
or Kestra PWS are not affiliated with other entities referenced in
this publication.
For more information, visit
https://www.kestrafinancial.com/.
About Borger Financial Services:
Borger Financial Services is a distinguished wealth management
firm with a national presence. With a multi-generational approach,
BFS is committed to partnering with exceptional purpose-driven
clients from all backgrounds.
For more information, visit Borger Financial Services.
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Vested for Kestra Financial kestra@fullyvested.com