Bluespring Wealth Partners Acquires Halcyon Wealth Advisors; Halcyon Merges into LifeBridge Financial Group

Bluespring Wealth Partners Acquires SilverStar Wealth Management and Merges It into LifeBridge Financial Group

June 10, 2025

Financial Services

Bluespring Wealth Partners acquired Kestra-affiliated SilverStar Wealth Management and merged the firm into its existing Bluespring partner, LifeBridge Financial Group. The combined teams will oversee $1.4 billion in AUM and aim to strengthen their Texas presence and client service capabilities with support from Kestra Financial.

Bluespring Wealth Partners Acquires Reliant Wealth Planning

February 19, 2025

Financial Services

Bluespring Wealth Partners, a Kestra-owned acquirer of independent RIAs, has acquired Reliant Wealth Planning, a Louisville-based wealth management firm overseeing approximately $560 million in assets. The deal brings Reliant’s 13-person team into Bluespring’s platform to expand client services and capability while preserving Reliant’s advisory DNA.

Bluespring Wealth Partners Acquires CD Wealth Management

March 1, 2022

Financial Services

Bluespring Wealth Partners has acquired Dallas-based CD Wealth Management, whose advisors collectively manage over $850 million in client assets. The deal establishes a North Texas wealth-management hub to support expansion across Texas and the Southwest; CD Wealth will continue operating under its name and its founder and partners retain significant equity.

Bluespring Wealth Partners Acquires Shelton Financial Group

July 18, 2024

Wealth Management

Bluespring Wealth Partners, an acquirer and partner of wealth management firms, has acquired Fort Wayne-based Shelton Financial Group and transitioned Shelton's investment business onto the Kestra Financial platform. Shelton's team — which oversees nearly $500 million in client assets — joined Bluespring to gain back-office resources, succession support and access to the Kestra ecosystem.

Bluespring Wealth Partners Acquires Charter Capital Management

March 25, 2025

Financial Services

Bluespring Wealth Partners, a Kestra-owned acquirer of independent RIAs, has acquired Charter Capital Management, a Brookfield, Wisconsin-based wealth management firm overseeing more than $400 million in AUM. The deal brings Charter’s four-advisor team onto the Bluespring platform to leverage Bluespring’s operational resources and succession-planning capabilities to support growth and advisor succession.

Bluespring Wealth Partners Acquires Capital Planning Advisors

December 9, 2021

Wealth Management

Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Capital Planning Advisors, a Roseville and Walnut Creek, California-based wealth management firm overseeing over $1.1 billion in client assets. The deal expands Bluespring's West Coast presence while keeping the Capital Planning Advisors leadership and advisor team in place to support continued client service and growth.