On July 31, 2024, Bluespring Wealth Partners announced that it acquired Rodgers & Associates Wealth Advisers.
Bluespring Wealth Partners (“Bluespring”) announced, on July 31, 2024, that it acquired Rodgers & Associates Wealth Advisers (“Rodgers & Associates”). Further terms of the transaction were not disclosed.
Bluespring, based in Austin, Texas, is a subsidiary of Kestra Financial, that specializes in the acquisition and support of wealth management firms. Kestra Financial also based in Austin, Texas, is an independent broker dealer that provides a financial services platform and investment advisory services. As of March 2024, Kestra Financial had $108 billion in assets under advisement.
Rodgers & Associates, based in Lancaster, Pennsylvania, is a registered investment advisor and wealth management firm providing retirement planning services. Rodgers & Associates has over $1.35 billion in client assets.
To read the press release: please click here.