Bluespring Wealth Partners Acquires Charter Capital Management

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.

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 Signature Wealth

November 6, 2025

Financial Services

Bluespring Wealth Partners has acquired Pittsburgh-based Signature Wealth, an RIA overseeing approximately $1.41 billion in client assets. The deal advances Bluespring's national expansion while providing Signature Wealth with scale, back-office capabilities, and continuity planning.

Bluespring Wealth Partners Acquires Security Financial Management

February 2, 2022

Wealth Management

Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Security Financial Management, a 30+-year wealth management firm with more than $950 million in assets under management and offices in Florida and Minnesota. The deal brings Security Financial Management's team and advisory capacity onto Bluespring's platform to accelerate growth through mergers, talent recruitment and expanded client services, while enabling the founders to focus on client-facing activities.

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

July 22, 2025

Financial Services

Bluespring Wealth Partners has acquired Halcyon Wealth Advisors, a Kestra-affiliated RIA overseeing $364 million in AUM, and merged the firm into existing Bluespring portfolio company LifeBridge Financial Group. The deal expands LifeBridge's footprint into the Dallas–Fort Worth market (Halcyon is based in Irving, Texas) and broadens the combined firm's network of advisors across Texas.