Bluespring Wealth Partners announced its acquisition of Rodgers & Associates Wealth Advisers, a wealth management firm specializing in retirement planning based in Lancaster, Penn. Rodgers & Associates oversees over $1.35 billion in client assets.
Bluespring is a subsidiary of Kestra Holdings and an acquirer of both independent registered investment advisers and hybrid wealth management firms.
Founded over 25 years ago by husband-and-wife partners Rick and Jessica Rodgers, the firm is supported by colleagues Sandra Skrodinsky, president and chief compliance officer; Susan Connors, director of operations; Patrick Carney, manager of adviser services; and Clint Krushinsky, business development specialist. Rodgers & Associates employs 25 financial professionals and has nearly 1,000 household clients.
“From the beginning, we were drawn to Bluespring’s emphasis on growth at scale while staying true to the core of our business,” said Rick Rodgers, founder of Rodgers & Associates.
Rodgers & Associates’ decision to join Bluespring was driven by many factors, including Bluespring’s breadth of marketing, other back-office resources, and educational tools on succession planning. The Rodgers & Associates team said it prioritizes helping its clients become financially independent for retirement through high-quality service, knowledge depth, and integrity. With Bluespring’s comprehensive offerings, Rodgers & Associates plans to accelerate growth and technology adoption through Bluespring’s existing platforms while maintaining its reputation for providing best-in-class retirement planning services to its clients.
“Firm-wide, we look forward to building on even more organic growth and success in the coming years, supported by Bluespring’s array of resources so that we can continue excellent service and high-quality experiences for our clients,” added Rick Rodgers.
The acquisition comes on the heels of Bluespring’s fifth year in business and brings the company’s community of partner firms to 27 total. Earlier this summer, Bluespring acquired Shelton Financial Group, a Fort Wayne, Ind.-based firm with $500 million in client assets. In May 2024, The DI Wire reported that $750 million-asset KDI Wealth Management out of Scottsdale, Ariz., had joined Bluespring’s partner network.
“The team and I are thrilled to welcome Rodgers & Associates to the Bluespring community,” said Stuart Silverman, chairman of Bluespring. “Rodgers & Associates is a fantastic example of a firm dedicated to excellence in client services and promoting financial independence.”
Click here to visit The DI Wire directory page.
Read the full article here