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 CORPORATE PROFILE
At Executive Financial, our vision is to bring together the best and the brightest insurance and financial professionals in a collaborative environment to create leading edge strategies and financial products for our clients. Through our shared intellectual capital, technology advancements, and improved products and services, we are able to implement strategies to achieve extraordinary results for our clients.

For over three decades, Executive Financial has focused on serving the unique needs of business owners, their employees and other accomplished professionals and individuals that continue to benefit from our consultative, process-oriented approach. We make it our job to think about your business and financial affairs in ways most people will never consider. We understand that the path to extraordinary results begins with thinking "outside the box." 

We also recognize that our success is achieved by supporting the success of our clients. Our commitment is to put our clients in control of their financial future while upholding unwavering standards of excellence and integrity. As part of our commitment, we continue to introduce new innovative strategies that address the changing dynamics of our clients and the world in which they live.


Executive Financial is proud to be a part of Kestra Financial. This links our firm with over 300 independent financial services companies in America, offering services in key areas:

  • Wealth Management
  • Comprehensive Financial Planning
  • Executive Benefit Plans to recruit, reward and retain key employees


In addition, we offer securities through Kestra Investment Services, LLC, a broker-dealer and Kestra Advisory Services, LLC, a federally registered investment advisor. Our member status with Fusion Advisor Network* gives us access to the industries most advanced resources and products designed to meet the needs of successful companies and affluent families.

Since our firm's inception, we have focused on the process of planning… not the products in planning. This approach provides the framework for building client relationships, allowing us to become trusted advisors. Financial planning is not a one-time event. It is an ongoing process where we bring valuable information, insight and knowledge, to help in our clients' ability to achieve their financial objectives.



   *Individual results will vary. Past performance is no guarantee of future results.



 
 
 

Securities offered through Kestra Investment Services, LLC, Member FINRA/SIPC and Advisory Services offered through Kestra Advisory Services, LLC.  Executive Financial, LLC is a member of both Fusion Advisor Network and PartnersFinancial. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are not affiliated with Fusion Advisor Network, PartnersFinancial, or Executive Financial, LLC.
Kestra IS and Kestra AS do not offer legal or tax advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment advisor representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

For additional information, please contact our Compliance Department at (512) 697-6000.

 


Check the background of this financial professional on FINRA's BrokerCheck.