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Industry Spotlight > Mergers and Acquisitions

Bluespring Buys $1.35B Wealth Shop

By John Manganaro

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Bluespring Wealth Partners has acquired Rodgers & Associates Wealth Advisors, a $1.35 billion wealth management firm specializing in retirement planning.

Rodgers & Associates was founded over 25 years ago by husband-and-wife partners Rick and Jessica Rodgers. The firm’s executive leadership team is supported by some 25 financial professionals who work with nearly 1,000 client households.

Rodgers & Associates’ decision to join Bluespring, which is based in Lancaster, Pennsylvania. was driven by a variety of factors, according to the announcement. Those cited include Bluespring’s marketing, back-office resources, educational tools and succession planning capabilities.

Bluespring Chairman Stuart Silverman cited Rodgers & Associates’ “dedication to excellence” in client service and promoting financial independences as key factors to the acquisition.

“We are excited to accompany Rick, Jessy, their team and their clients on this next chapter of growth and success,” Silverman said.

Bluespring Wealth Partners is owned by Austin, Texas-based Kestra Holdings. The firm is led by James Poer, who also is president and CEO of Kestra Financial. Kestra Holdings’ total AUA is currently $117 billion.

Credit: Shutterstock 

John Manganaro

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