This further reflects Kestra’s continued focus on disciplined growth alongside like-minded advisory firms
Austin, Texas, April 29, 2026–(business telegram)–Kestra FinancialThe industry’s leading wealth management platform today announced charted wealthA plan-based investment management team with offices in Reading, Massachusetts and Latham, New York has joined its community of independent financial advisors. The firm’s advisors currently serve approximately 225 client families and oversee more than $300 million of assets under advice, including qualified plan and retirement assets.
Co-founded in 2021 by George Bowen and Jim DeVos, the Chartered Wealth team also includes Director of Client Services Maria Bethune and Financial Associate Rachel Hahn. Built around a commitment to fiduciary advice, the firm’s model begins with a comprehensive financial plan for each client, encompassing investments, retirement and estate planning. This approach is designed to bring the coordination and caution typically associated with family office relationships to largely affluent and less-than-high-net-worth clients, typically those with investable assets of $2 million or more.
Looking ahead, the Chartered team plans to grow meaningfully, taking on clients whose needs align with the firm’s plan-led approach while building long-term capability through the next generation of advisors.
“At Chartered Wealth, everything starts with a plan, and that plan drives every decision we make for the client,” said George Bowen, co-founder of Chartered Wealth. “When we evaluated where to take the firm next, we were looking for a home office that truly invested in its advisors. That’s what we found in Kestra, and we’re excited to build on that for our clients and our team.”
“We spent a lot of time evaluating our options, and Kestra stands out for the same reasons our clients choose us,” said Jim DeVos, co-founder of Chartered Wealth. “The people are genuine, the support is real, and the values grow. For our customers, nothing changes except that we have an even stronger foundation to serve them.”
“George, Jim and the Chartered team have built a practice that punches well above its weight, providing the coordinated, client-first planning that many large firms reserve for their largest accounts,” said James Collins, Head of Business Development at Kestra Financial. “This is exactly the kind of firm we want in this community, and we are pleased they have found their home here.”