Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach

Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform.

“From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent cultural fit for our community of like-minded financial professionals”

Located in Old Town Alexandria, Virginia, the firm is led by Founder and Managing Partner David Tovey and serves a wide range of individuals and families with various backgrounds in simplifying complex financial situations. The firm specializes in developing comprehensive plans for clients nearing retirement.

Latest Fintech News: Carrington Mortgage Services Brings Second Lien Program to Carrington Customers

Tovey’s move to independence was driven by the flexibility it provides him to be a top financial professional in the industry with a clear focus on elevated client service. After years of research, he chose Kestra PWS for its full-service support model, helping to streamline his transition to the independent space with real estate, branding, and equipment support.

“The boutique feel, access to industry-leading resources, and support from Rob and his team made for an easy decision when exploring different avenues to independence,” said Tovey. “Service and hospitality are key to my approach to client relationships. Kestra PWS showed me the level of service I strive to provide to my clients, leaving me confident this partnership will take my business to the next level.”

Family and relationship-building are at the center of Tovey’s business philosophy. His father coined the term ‘HF3’ when he toasted Tovey and his wife at their wedding with a nod to ‘humor, faith, family, and finances.’ Those notions continue to be prominent as Tovey serves clients.

Latest Fintech News: Marqeta Announces Integration with Mastercard Track Instant Pay Virtual Card Solution

“From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent cultural fit for our community of like-minded financial professionals,” said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “Virginia is my home state and where the Kestra PWS business started. It was truly special to come home many years later with a fully developed, industry-leading platform that we can offer. HF3 represents the next generation of independent financial professionals we aim to attract and help grow. We look forward to providing them with the tools to elevate their service model and grow their business.”

HF3 Wealth Partners currently oversees $130 million in client assets. The firm was previously associated with Edward Jones.

Latest Fintech News: AD Ports Group Signs Collaboration Agreement with Africa Finance Corporation

[To share your insights with us, please write to sghosh@martechseries.com]

Related posts

KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer

Fintech News Desk

B. Riley Financial Appoints Renée E. LaBran to its Board of Directors

Fintech News Desk

Bearingpoint Acquires Disphere Tech

Fintech News Desk
1