Articles from Bluespring Wealth Partners

Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced that Kestra Financial-affiliated firm Front Porch Financial (Front Porch), has joined existing Bluespring partner firm U.S. Financial Services (U.S. Financial). With four other locations across the north and southeastern United States, this marks U.S. Financial’s fifth office location. This latest partnership and merger reflect Bluespring’s ongoing commitment to supporting the growth of its partner firms as they focus on ensuring exceptional service for clients nationwide.

Bluespring Wealth Partners (Bluespring), a leading aggregator of both independent RIAs and hybrid wealth management firms, today announced its acquisition of Kestra Financial firm Ray Olson, LLC, a Richmond, Virginia-based firm managing more than $300 million in client assets. Founded by Ray Olson, the firm has grown from its family roots into a trusted wealth planning partner for more than 265 households. This marks the seventh closed deal for Bluespring in 2025, five of which were existing Kestra-affiliated firms.

Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, today announced its acquisition of Reliant Wealth Planning (Reliant), a premier wealth management and financial advisory firm based in Louisville, Kentucky.

Bluespring Wealth Partners, a leading acquirer of independent RIAs and hybrid wealth management firms, today announced its recognition at the 2024 WealthManagement.com Industry Awards, known as the “Wealthies,” for its Bluespring Successor Academy.

Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced a new President, Pradeep Jayaraman. Jayaraman will assume leadership for all functions at Bluespring, including strategy and execution for the growing wealth management acquirer. Stuart Silverman will continue to serve as Chairman of Bluespring and in that capacity will focus on supporting the growth of the organization.

Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, today announced their acquisition of Rodgers & Associates Wealth Advisers (Rodgers & Associates), a wealth management firm specializing in retirement planning based in Lancaster, Pennsylvania. This announcement comes on the heels of Bluespring’s 5th anniversary celebration and brings the company’s community of partner firms to 27 total.

Bluespring Wealth Partners (Bluespring), an industry-leading acquirer and partner of best-in-class wealth management firms, today announced the acquisition of Shelton Financial Group (Shelton), a wealth management business based in Fort Wayne, Indiana, and the completed transition of the company’s investment business to Bluespring’s affiliated wealth management platform, Kestra Financial. The transition to Kestra Financial will allow Shelton to leverage all the tools offered within the Kestra ecosystem.

Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC, today announced the addition of Welty Capital Management, a registered investment adviser overseeing $85 million in client assets. The firm will merge into Walnut Creek, California-based Bedell Frazier Investment Counselling, which was acquired by Bluespring Wealth in 2020, deepening their Bay Area footprint.

Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC, today announced the partnership of Bernard R. Wolfe & Associates, a Bluespring firm since 2015, with Curo Private Wealth.

Bluespring Wealth Partners, LLC (Bluespring) has added RIA industry leader David Canter to its team as President. Canter will lead Bluespring into its next phase of growth, taking over day-to-day leadership including M&A, firm strategy, and organic growth. Canter will take the ropes from Stuart Silverman, who has created significant growth for Bluespring and will be moving to the newly created role of Chairman.