Kestra Financial, a wealth management platform, has announced that Grandview Partners, a Westwood, Mass.–based firm whose personnel manage approximately $800 million in assets under management (AUM), has joined its community of independent financial advisers.
Founded in 2019 by Douglas Mavilia, Timothy Ryan and Peter Smith, the firm has grown to serve approximately 650 client households. The advisory team has experienced growth with the addition of advisers Dan Sparta and Peter Donohoe, which has strengthened the firm’s depth and capacity. Additional team members include Lindsey Hardy, director of operations, who oversees onboarding, asset transfers and client service coordination.
Grandview’s 10-person team supports a variety of clients, including individuals, families and business owners. Through a comprehensive planning and investment approach, Grandview’s clients benefit from a structure in which the entire team is engaged in service and communication, help
