Announced
Completed
Synopsis
Bluespring Wealth Partners, a financial services firm engaged in acquiring and supporting wealth management practices to provide advisory, succession planning, and growth solutions for financial advisors, completed the acquisition of Kestra Financial, a wealth management firm engaged in providing investment advisory, brokerage, and practice management services to independent financial professionals and their clients. Financial terms were not disclosed. “When I considered the next chapter for our firm, my top priority was ensuring our clients continue to receive the same high-touch care for decades to come. Bluespring offers the resources, next-generation development, and operational support we need, while preserving the entrepreneurial culture and client-first approach that define us," Ray Olson, Kestra Financial Founder and Lead Advisor.
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