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Kestra Financial welcomes $550m Ecclesiastes Wealth Partners to its adviser community
Transactions - SEPTEMBER 30, 2026

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Kestra Financial welcomes $550m Ecclesiastes Wealth Partners to its adviser community

by Released

Kestra Financial, a wealth management platform, has announced that Ecclesiastes Wealth Partners, a Richardson, Texas–based wealth management firm, has joined its community of independent financial advisers. The financial professionals affiliated with Ecclesiastes oversee approximately $550 million in client assets. The addition strengthens Kestra’s adviser community with a firm focused on its long-term client relationships, personalized guidance and multigenerational wealth planning expertise.

Founded by Shannon Harris, Ecclesiastes specializes in helping clients align financial decisions with their long-term goals through comprehensive financial planning, investment management and multigenerational wealth planning. Harris and partners Sarah Walsh and Justin Snowden bring a range of advanced financial planning and wealth management credentials, reflecting the firm’s commitment to delivering personalized advice and comprehensive planning solutions.

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