SignatureFD, an integrated wealth management and financial advisory firm, today announced the launch of SignatureFRANCHISE, a specialized community designed to help franchise business owners coordinate the financial decisions they make across their businesses, personal wealth, and families.
SignatureFRANCHISE is led by Kenton “Kenny” Loar, CFP®, who brings experience spanning wealth management, franchise finance, and operations. Over the course of his career, Loar has advised families as a financial planner, financed franchise businesses as a banker, and served within a brand he had previously helped finance.
“Franchise owners are entrepreneurs whose business and personal financial lives are often deeply interconnected,” said Loar. “Having worked across multiple sides of the franchise ecosystem, I’ve seen firsthand how decisions viewed through the lens of a lender, franchisor, or operator can carry very different consequences for an owner’s broader financial position and long-term goals. At SignatureFRANCHISE, our role is to bring those perspectives together, helping owners evaluate decisions in the context of their complete financial picture and what they ultimately want their wealth to achieve.”
Connecting Business Success With Personal Wealth
SignatureFRANCHISE combines SignatureFD’s comprehensive wealth advisory capabilities with specialized knowledge of the franchise industry, creating a differentiated offering designed to help owners simplify and coordinate decisions across their personal and professional lives.
The community serves owners throughout the franchise lifecycle, from emerging operators building their first locations to multi-unit complex enterprises managing increasingly complex enterprises. Advice to clients encompasses business growth and financing, tax strategy, asset protection, real estate, investment management, insurance, succession, estate planning, and preparation for an eventual exit.
Through SignatureFD’s Grow, Protect, Give, and Live framework, SignatureFRANCHISE helps owners consider the value of their assets and the role they play in their broader financial lives. In practice, that means connecting decisions about growing and protecting the business with how owners want to support their families, create a legacy, and ultimately use their wealth to meet their goals.
“For franchise owners, building a successful business is often one of the most important components of building long-term personal wealth. Yet the business plan and personal financial plan are too often treated as separate and distinct, when in reality they are deeply connected,” Loar said. “Owners who wait until a sale or liquidity event to seek coordinated advice may miss important planning opportunities along the way. Decisions made while building the business can have a meaningful impact not only on the wealth ultimately created, but on what that wealth can ultimately make possible.”
Expanding SignatureFD’s Specialized Community Model
As SignatureFD’s ninth specialized community, SignatureFRANCHISE extends the firm’s approach of combining integrated wealth management with focused knowledge and shared experience for clients with distinct financial circumstances, opportunities and challenges.
“Our specialized model allows us to deepen our relationship with clients as their needs evolve, bringing together our holistic wealth advisory capabilities with an understanding of the distinct realities that shape their lives,” said Heather Robertson Fortner, Chair and Chief Executive Officer of SignatureFD. “We’re proud to extend that approach to franchise owners, a growing and influential part of the business ecosystem, helping them navigate the intersection of business and personal finance, build wealth with intention, and create lasting opportunity for their families and the communities around them.”
SignatureFRANCHISE serves restaurants, education and childcare, automotive services and dealerships, hardware and parts, and other franchise businesses.
To learn more, visit: https://signaturefd.com/signaturefranchise/
About SignatureFD
At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life to grow, protect, give and live their wealth – ultimately transforming their net worth into Net Worthwhile®. Our highly capable, collaborative, caring and coordinated team of investment and financial planning experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 130+ passionate professionals who manage or report on over $11B+* and has had a client retention rate of 97% since opening its doors in 1997.** For more information and important disclosures, visit www.signaturefd.com.
*Managed or reported calculations reflect assets under management and assets that SignatureFD provides reporting to clients and considers for financial planning purposes.
**Retention rate compiled exclusively by SignatureFD. The retention ratio should not be construed by a client or prospective client as a guarantee that he/she will experience certain level of results if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of SignatureFD by any of its clients.
***CFP Board owns the certification mark CFP® in the U.S
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