Bluespring Wealth Partners Acquires Shelton Financial Group
July 18, 2024
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.
- Targets
- Shelton Financial Group
- Sellers
- Jeff Shelton (Founder and President)
- Industry
- Wealth Management
- Location
- Indiana, United States
- Transaction Type
- Buyout
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