ROCKVILLE, Md.--(BUSINESS WIRE)--H. Beck, Inc. (H. Beck), a boutique independent broker-dealer and registered investment adviser (RIA), today announced its rebrand to Grove Point Financial.
With a history spanning nearly 40 years and a mission to cultivate meaningful relationships, Grove Point Financial serves over 500 financial professionals across the country and prides itself on its nimble, visionary, and forward-thinking approach to client service.
“Our company was built on genuine connections and mutual respect,” said Michelle Barry, President at Grove Point Financial. “Our new name better reflects our culture and values while also paying homage to our legacy. While this transformation signifies a new era for us, our core values of community, accountability, and transparency stay the same.”
As part of this rebrand, the firm reinvigorated its wealth management and technology platforms, as well as expanded its service model. The enhancements focused on making conducting business easier with digital processes, new tools, and expanded capabilities, upgrading the experience for financial professionals and their clients. The firm now provides a boutique service experience with the tools and resources of a large firm.
“Throughout this rebrand and beyond, we remain committed to deepening our value proposition to better serve the independent financial professionals on our platform,” said Barry. “We have one focus: to support our entrepreneurs and their brands by giving them the resources needed to drive success and scale for growth. Balancing high-touch technology with high-touch service will always be our strongest differentiator.”
The term “Grove” refers to a group of unique trees that grow independently but are connected in a way that makes them stronger. “Point” references a future destination. Together, these words articulate what it means to be associated with Grove Point Financial, representing a diverse and inclusive community of independent professionals that run their businesses on their own terms with the deep support network and backing of a top-tier broker-dealer and RIA.
“We want to be a destination of choice, grounded by our relationship-fueled culture, open architecture advisory and brokerage platforms, and integrated technology to provide a superior client service experience and fuel the growth of our financial professionals’ businesses,” said Barry.
The firm was acquired by Kestra Holdings in December 2017.
About Grove Point Financial
Grove Point Financial LLC (Grove Point Financial) operates out of its headquarters in Rockville, Maryland. The firm provides broker-dealer and RIA services to more than 500 financial professionals across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else.
Securities offered through Grove Point Investments, LLC (GPI), member FINRA/SIPC. Investment advisory services offered through Grove Point Advisors, LLC (GPA). GPI and GPA are subsidiaries of Grove Point Financial, LLC, which is a subsidiary of Kestra Holdings.
About Kestra Holdings
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.
Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LLC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisors, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
