Announced
Financials
Tags
Friendly
Domestic
Single Bidder
Private
United States
Majority
retirement planning
Acquisition
wealth management
Pending
Asset Managers and Custodians
Synopsis
Kestra Financial-backed Bluespring Wealth Partners, an acquirer and partner of best-in-class wealth management firms, agreed to acquire Security Financial Management, a retirement planning and wealth management firm. Financial terms were not disclosed. "Dave, Frank, Mike, and Keith are a powerful management team who have an incredible depth of client relationships and engagement. They have assembled an outstanding team of advisors, who we’re excited to work with and continue investing in heavily," Stuart Silverman, Bluespring Wealth Partners President.
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