Bluespring Wealth Acquires Ritter Daniher

INVESTMENT MANAGEMENT DEALS BLOG

November 5, 2021

On October 12, 2021, Bluespring Wealth Partners, LLC announced its acquisition of Ritter Daniher Financial Advisory, LLC.

Under the terms of the transaction, Bluespring Wealth Partners, LLC (“Bluespring Wealth”) acquired Ritter Daniher Financial Advisory, LLC (“RDFA”). Further terms of the deal were not disclosed.

Bluespring Wealth, based in Austin, Texas, is a subsidiary of Kestra Holdings and specializes in helping entrepreneurs grow their business through successor identification and training, institutional-level capital support, and flexible ownership arrangements.

RDFA, based in Cincinnati, Ohio, is an independent wealth management firm that has $530 million in assets under management.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.