Wealth Empowerment Financial Strategies, a Boca Raton, Florida-based wealth management and retirement solutions firm with $1.4 billion AUM, has switched to the Kestra Financial platform.
Led by Senior Managing Director and founder Eric Lyon and Senior Managing Director Tom Holly, the WEFS team of 31 independent advisors and staff members has nearly three decades of experience. The firm was established in 2006.
A division of Kestra Holdings established in 1997, Kestra Financial is a wealth management platform headquartered in Austin, Texas. The firm provides services to independent financial professionals and wealth management firms including personalized support, integrated business management technology and access to a collaborative community of financial professionals.
“After a long process of interviews and due diligence, the decision to move forward with Kestra Financial was a natural one,” Lyon said. “We were impressed with everything Kestra Financial had to offer – from its executive management team and technology platform to its back-office tech and resources – and knew this would help the growth of our firm down the line.”
“We’re thrilled to welcome WEFS to our network of independent wealth management firms,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “WEFS and Kestra Financial share a joint ethos of teamwork and collaboration, making Eric and his team a perfect fit within our premier community of independent financial professionals.”
