Inspired Wealth Planning, a Cordele, Ga.-based independent financial planning firm with $250 million in client assets, has joined the Kestra Private Wealth Services platform.
Inspired Wealth Planning specializes in creating customized financial plans with a focus on things like multi-generational planning, liquidity events, legacy strategies and longevity preparation. The firm was founded by Ricky Smith, its president. The team also includes registered associate Jynni Bowyer and client service associate Stacey Kamerer.
Kestra Private Wealth Services is a registered investment advisor subsidiary of broker-dealer Kestra Financial, based in Austin, Texas. Inspired Wealth Planning said this move fits its growth plans.
"The team at Inspired Wealth Planning joins a growing list of former wirehouse professionals that see the value of our independent, full-service support model for their business," said Robert Bartenstein, senior managing director and CEO at Kestra Private Wealth Services, in a statement.