Kestra Private Wealth Services, the RIA subsidiary of Kestra Financial, announced that financial advisor Jordan Cantrell has joined its platform and launched Timeless Private Wealth, an independent advisory firm based in North Carolina serving clients across the Southeast.
Cantrell brings more than a decade of experience in financial services and a multigenerational perspective shaped by her family’s 43-year history in the industry. Her new firm is designed as a virtual family office, delivering comprehensive financial planning and coordinating all aspects of clients’ financial lives through a personalized approach.
Her practice focuses on guiding clients through major life and financial transitions, including sudden wealth events, divorce or widowhood, business exits, and a growing trend she describes as “rewirement,” referring to a shift toward work-optional living rather than traditional retirement.
Cantrell spent nearly two years conducting due diligence before selecting Kestra Private Wealth Services as her independence partner, citing the firm’s collaborative culture, operational capabilities, and flexibility in client engagement as key factors in her decision.
Kestra Private Wealth Services, headquartered in Austin, operates as a hybrid RIA supporting independent advisors transitioning from traditional wirehouse and W-2 models. Its platform combines an independent RIA and broker-dealer structure, offering both fee-based and transaction-based capabilities along with transition, compliance, and operational support.
The firm has supported more than 125 financial professionals and over 50 offices nationwide in establishing independent practices.
KEY QUOTES:
“Jordan’s thoughtful, client-first philosophy and clear long-term vision for her business exemplify the kind of entrepreneurial leadership we are proud to support at Kestra Private Wealth Services. Her focus on guiding clients through life’s most meaningful transitions, combined with her commitment to building a deeply personalized service model, makes her an exceptional addition to our community.”
Rob Bartenstein, Co-Founder And President Of Kestra Private Wealth Services
“Choosing independence was a deliberate and values-driven decision. I wanted the freedom to communicate more creatively, deepen relationships, and build a true virtual family office that delivers an elevated experience for the families I serve. Kestra Private Wealth Services stood out for its people, culture, and commitment to helping advisors grow with intention.”
Jordan Cantrell, Founder Of Timeless Private Wealth
