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Another Wealth Team Joins Kestra

The Texas-headquartered firm has added a wealth firm operating out of the metropolitan DC area.
Kestra Financial, the independent advisor platform, has added Potomac Financial Consultants, a boutique, financial services firm overseeing around $245 million of assets. The news comes a few days after Kestra recruited The Main Street Group, a firm based near Richmond, Virginia that specializs in wealth management. (See here.)
Located in the metropolitan DC area, Potomac Financial Consultants is led by president Michelle Bender, a 20-year veteran of the financial and asset management industry.
Bender said she partnered with Kestra because it had the scale and resources, such as technology, to support Potomac’s growth needs. Potomac’s personnel provide specialized advisory services, including portfolio management, retirement planning and insurance consulting. In addition, they help small business owners design and manage their company’s defined contribution plans.
Before joining Austin, TX-based Kestra Financial, Potomac was associated with INVEST Financial Corporation.