Broker Check

Our Partners

Kestra Investment Services, LLC

As a client of Ridgeline Financial Partners, you become the beneficiary of a powerful national partnership through our relationship with Kestra Investment Services, LLC, which provides access to a top-ten independent broker-dealer by total revenue as ranked by Investment Advisor magazine (June 2016).

Our partnership with Kestra Investment Services, LLC gives our advisors access to top providers and products, including stocks, bonds, ETFs and alternative investment solutions. Kestra Invetment Services, LLC's relationships with leading manufacturers of financial solutions, combined with its open-architecture platform and cutting-edge resources, help us to bring our clients advanced wealth management strategies.

At Ridgeline Financial Partners, we are not committed to any “proprietary” products or services. This independence, backed by our powerful partnership with Kestra Investment Services, LLC, means that we can offer our clients the best of both worlds: personalized service supported by a strong network of national resources.

Fusion Advisor Network

As a member of the Fusion Advisor Network, we have access to some of the most successful individual financial planning and wealth management firms throughout the country. Fusion Advisor Network enables us to share best practices with our peers so that we are constantly improving the client experience and refining our process. Independence through our partnership with Kestra Investment Services, LLC, coupled with the idea sharing on which Fusion Advisor Network was founded, allows us to continue to provide cutting-edge services to our clientele.