Ivory Wealth Management, Inc., a privately owned financial services firm in Essex, Conn., has joined the Kestra Financial platform with $214 million in client assets, according to a news release.

Ivory Wealth, formerly with Commonwealth Financial Network in Waltham, Mass., was founded by Charles Crilly in 2014. The firm offers financial planning, income strategies, portfolio management and retirement planning services to individuals and companies. 

Crilly’s team includes financial advisor and senior vice president Jeremy Soboleski; operations manager Kathy Hofmann; financial advisor and vice president Tiffany Knoop; and senior vice president and fixed-income strategist Quentin D. Elliott.

Founded in 1996, Kestra Financial Inc. is an independent broker-dealer in Austin, Texas.