BYRT Financial Advisors, which has three offices in Georgia, has joined the Austin, Texas,-based Kestra Private Wealth Services platform, Kestra announced recently.
Based in Waycross, Ga., BYRT has $134 million in assets under management and specializes in retirement, estate, and tax planning for higher-net-worth individuals. The move positions BYRT to acquire other firms, Kestra said.
BYRT will become part of Kestra Private Wealth Service’s platform, which supports multiple RIAs. It will continue to operate under its own name and will continue to be led by Managing Partner Matthew Tuten and Wealth Management Partner Adam Tolle.
“Our client relationships are founded on the principles of loyalty and community, which we hold in high regard as a South Georgia-based firm with a respect for Southern values,” Tuten said in a statement. “With the added support of Kestra Private Wealth Services, we are strategically positioned to create a more sustainable business, grow our team of advisors, carry out acquisitions of smaller firms, and better serve existing and future clients.”
Kestra Private Wealth Services is a hybrid RIA that supports independent financial professional teams across the nation. Founded by industry veterans,