$120 Million Advisor Trio Enhances Entrepreneurial Spirit and Service Offerings, Joins Kestra Financial

Mission Financial Planners sought partner to drive growth through community, collaboration, and consulting support

AUSTIN, Texas, July 06, 2023–(BUSINESS WIRE)–Kestra Financial, an industry-leading independent wealth management platform, today announced the addition of Mission Financial Planners, whose financial professionals oversee $120 million in client assets.

Located in San Antonio, the firm’s team specializes in developing personalized financial plans and helping clients understand how goals are mapped from inception to implementation, so they can achieve their financial aspirations. With more than five decades of combined experience, Mission Financial Planners is led by Managing Members Kenneth Hamilton, Jason Duffaut, and Matt Donaghue.

“We needed a partner that would let us be independent and enhance our entrepreneurial spirit while supporting our growth initiatives through competitive marketing, business consulting, and compliance resources to help us grow. With Kestra Financial, we found the exact balance we were looking for,” said Matt Donaghue, Managing Member of Mission Financial Planners. “Now, we can focus on growing our practice and helping our clients achieve their own mission of financial confidence and success.”

Through this partnership, Mission Financial Planners will gain access to the full ecosystem of offerings including Kestra Investment Management. With comprehensive tools, portfolio resources, and an experienced team of investment experts, this internal investment management platform allows the firm’s professionals to spend more time with clients developing unique, goal-oriented solutions.

“At Kestra Financial, our business is centered around empowering financial professionals with the proper tools, resources, and plans necessary for their firms to thrive,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “Welcoming Matt, Kenneth, and Jason strategically made sense — our values align and geographically, they are based in our backyard in San Antonio. We look forward to enhancing their business and providing them with more freedom to serve their clients.”

About Kestra Financial

Kestra Financial, a division of Kestra Holdings encompassing the Kestra-branded broker-dealer and investment advisers, provides a leading independent wealth management platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.

Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial professionals in delivering comprehensive securities and investment advisory services to their clients.

The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.

For more information about Kestra Financial, please visit www.kestrafinancial.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20230706875958/en/


Gregory FCA for Kestra Financial
John Hanlon, 609-457-3049
[email protected]

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