Kestra Financial has expanded its advisor network with the addition of Grandview Partners, a Massachusetts-based wealth management team overseeing approximately $800 million in assets under management. The move enhances Kestra’s nationwide footprint and aligns with the company’s strategy of recruiting growth-minded, relationship-oriented advisory practices.
Grandview Partners, headquartered in Westwood, was founded in 2019 by Douglas Mavilia, Timothy Ryan, and Peter Smith. The firm has grown steadily since its founding and now serves roughly 650 households across individuals, families, and business owners. Growth has continued through the addition of advisors Dan Sparta and Peter Donohoe, which has increased the firm’s service capacity and broadened its planning expertise. The team also includes Director of Operations Lindsey Hardy, who leads onboarding, asset transfer processes, and service coordination.
Grandview operates with a ten-person structure designed around comprehensive planning, a collaborative service model, and a team-based communication approach intended to ensure consistent, long-term guidance for clients. By joining Kestra Financial, the firm gains access to operational resources and expanded support while maintaining its existing personnel, service philosophy, and client relationships.
Kestra Financial, based in Austin and founded in 1997, provides independent advisors with business management tools, integrated technology, and consulting services. Its platform is designed to offer efficiency and scale for advisory firms seeking both autonomy and infrastructure support.
Grandview Partners joins Kestra during a period of continued expansion for the wealth management platform. The firm expects the partnership to elevate operational capacity while preserving the client experience that has defined its growth since launching six years ago.
KEY QUOTES:
“Kestra’s approach and commitment to accessible, high-quality service were clear from the start. Their culture aligns with how we serve our clients collaboratively, consistently, and with attention to the details that matter. This partnership strengthens our ability to deliver on that promise.”
Doug Mavilia, Partner at Grandview Partners
“Grandview Partners reflects the kind of firm that excels at Kestra: relationship-driven, growth-minded, and committed to client care. We’re proud to welcome them and look forward to supporting their continued success.”
James Collins, Head of Business Development at Kestra Financial
