IM Deals Blog

Bluespring Acquires SHP Financial

Written by admin | Feb 23, 2026

On February 10, 2026, Bluespring Wealth Partners announced its acquisition of SHP Financial.

Bluespring Wealth Partners (“Bluespring”) announced, on February 10, 2026, that it acquired SHP Financial (“SHP”). SHP will keep its full team intact through the deal, along with its brand name, as a Bluespring partner firm. Further terms of the deal were not disclosed.

Bluespring, based in Austin, Texas, is the wealth management platform of Kestra Holdings (“Kestra”), specializing in the acquisition and support of wealth management firms. As of December 2025, Kestra oversaw $142 billion in assets under advisement.

SHP, based in Plymouth, Massachusetts, is a registered investment advisor providing financial planning services. SHP has approximately $2.3 billion in assets under management. Turkey Hill Management served as financial advisor to SHP Financial on the transaction.

To read the press release: please click here