Wealth management platform company Kestra Financial has welcomed Wealth Empowerment Financial Strategies (WEFS) to its network of independent wealth management firms. The firm, led by Senior Managing Director and founder Eric Lyon and Senior Managing Director Tom Holly, specializes in wealth management and retirement solutions.
Lyon and his team bring nearly three decades of experience, with WEFS offering sophisticated, service-first offerings to help its clients realize their investment goals.
The WEFS team of 31 independent advisors and staff members oversees $1.4 billion in assets under management. Launched in 2006, WEFS plans to utilize its partnership with Kestra Financial to streamline its financial solutions offerings further. Built with a foundation of teamwork and collaboration, WEFS will continue its white-glove service spanning estate planning, 401K offerings, cash balance strategies, etc.
The WEFS team joins Kestra from B. Riley Wealth Management.
KEY QUOTES:
“After a long process of interviews and due diligence, the decision to move forward with Kestra Financial was a natural one. 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.”
– Eric Lyon
“We’re thrilled to welcome WEFS to our network of independent wealth management firms. 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.”
– Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial
