Who's Moving Where In Wealth Management? Orion, The Bulfinch Companies, Kestra PWS

Editorial Staff

22 December 2017

Orion Advisor Services
, a registered investment advisor subsidiary of Kestra Financial, has hired Modernize Wealth to its advisory platform.

Based in Chandler, Arizona, Modernize has been providing wealth management and retirement planning services for over 25 years.

The advisory team at Modernize consists of John Hebert, Brandon Hebert, and Jeffrey Hebert.