Bluespring Wealth Partners Platform Firm Security Financial Management to Merge in Pittman Financial Group
March 11, 2026
Bluespring Wealth Partners announced that Pittman Financial Group and its team, led by founder Page Pittman, will merge into Security Financial Management (SFM), an existing Bluespring partner firm. The move expands SFM’s advisor base and grows total assets managed by SFM advisors to approximately $1.3B, while supporting advisor succession planning and continuity for Pittman’s clients.
- Buyers
- Security Financial Management (SFM), Bluespring Wealth Partners
- Targets
- Pittman Financial Group
- Platforms
- Security Financial Management (SFM)
- Industry
- Financial Services
- Location
- Texas, United States
- Transaction Type
- Addon
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