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AUSTIN, Texas–(BUSINESS WIRE)–Aug 25, 2021–
Bluespring Wealth Partners, LLC (Bluespring Wealth), which focuses exclusively on acquiring best-in-class wealth management firms, today announced the acquisition of Hedeker Wealth, LLC (Hedeker Wealth).
Leveraging Founder and Principal Dean Hedeker’s unique perspective as a lawyer, certified public accountant, and wealth advisor, Hedeker Wealth prides itself on a holistic client service approach that integrates wealth planning and investment management with tax and estate planning. The firm, founded in 2002, currently manages $350-plus million in assets and has been recognized among the Best-in-State Wealth Advisors by Forbes for four consecutive years (2018-2021).
“Having diligently served clients for more than 30 years, it was very important to find the right fit as I explored potential partners in the industry,” said Hedeker. “With Bluespring Wealth, our client agreements, investment management, and financial planning approaches remain unchanged, ensuring a seamless transition for clients. I now have more time to spend with clients and to mentor younger advisors with many back-office functions off my plate.”
Bluespring Wealth will provide personalized support as Hedeker seeks to identify and onboard next-generation advisor talent, with the goal of ensuring his clients receive expert guidance for decades to come.
“Hedeker Wealth has a long history of strong client relationships, exceptional client service, and an outstanding team,” said Stuart Silverman, President of Bluespring Wealth. “Dean is also a great cultural fit who proved quickly that he would be an excellent partner, helping to drive growth well beyond his current footprint especially as we work to integrate another advisor into the firm.”
About Bluespring Wealth Partners, LLC
Through streamlined and unique succession strategies, Bluespring Wealth Partners is dedicated to the acquisition and servicing of wealth management firms, seeking continuity for clients and the business they have built. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, flexible ownership arrangements, and institutional-level capital support.
By focusing on partnership as the driver of success, Bluespring Wealth Partners helps business owners ensure a lasting legacy while preserving the core values on which their firms were built.
Bluespring Wealth Partners is a subsidiary of Kestra Holdings.
For more information about Bluespring Wealth Partners, please visit www.bluespringwealth.com.
View source version on businesswire.com:https://www.businesswire.com/news/home/20210825005036/en/
CONTACT: Media contact:
Gregory FCA for Bluespring Wealth Partners
Jill Fritz, 484-832-7034
KEYWORD: UNITED STATES NORTH AMERICA TEXAS
INDUSTRY KEYWORD: CONSULTING BANKING PROFESSIONAL SERVICES FINANCE
SOURCE: Bluespring Wealth Partners, LLC
Copyright Business Wire 2021.
PUB: 08/25/2021 09:00 AM/DISC: 08/25/2021 09:02 AM