The latest client is located outside Denver.

Colorado-based Personal Benefit Financial, which oversees $118 million in assets, has chosen advisor platform Kestra Financial as its partner. The addition takes the number of firms joining Kestra’s platform this year to 27.

PBF is based outside Denver in Lakewood, Colorado, and was founded 45 years ago by L Ronald Blair, CFP®, and is now owned by Sharla Rountree, CFP®. 

The move sees Personal Benefit Financial shifting from Royal Alliance, which ranked Rountree on its top-50 list of leaders nationwide for seven consecutive years.

Kestra is located in Austin, Texas, and supports more than 1,800 independent financial advisors.