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FUNDRAISING NEWS | February 11, 2025
Tags: RIA, Mergers / Acquisitions
Serial acquirer Bluespring Wealth Partners announced its acquisition of Reliant Wealth Planning, an RIA with $560M in assets under management headquartered in Louisville, KY.
Founded in 2017, the 13-member Reliant team is led by founding partners Shaun Chelf and Laura Clark. Reliant offers comprehensive wealth management, including retirement planning and retirement cash flow strategies, legacy and estate planning, and risk management, portfolio management, and due diligence, according to the firm’s website.
Launched in 2019, Bluespring is the division of Kestra Financial devoted exclusively to acquiring experienced RIAs and wealth management firms. The acquisition of Reliant is its first since the July 2024 purchase of $1.35B RIA Rodgers & Associates Wealth Advisers of Lancaster, PA.
Written By: Dakota
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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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