Kestra Financial – an Austin, Texas-based industry-leading wealth management platform – announced the addition of Borger Financial Services (BFS) to its community of advisors. BFS’s financial professionals bring over $600 million in client assets under management to the platform.
This relationship signifies a mutual commitment to empowering advisor success. By partnering with Kestra Financial, BFS aims to enhance its capabilities and deliver greater value to clients seeking comprehensive financial guidance.
KEY QUOTES:
“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. 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.”
– Debra Clark, Principal of BFS
“We are thrilled to welcome Borger Financial Services to the Kestra Financial family. Their commitment to excellence and family office client service model exemplify what we are looking for in a partnership.”
– Stephen Langlois, President of Kestra Financial
“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.”
– Elie Borger, Co-Principal & Managing Partner
