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Browsing Tag

Kestra

3 posts
PPersonal finance
Kestra’s Bluespring Adds $920 Million Ohio RIA
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Kestra’s Bluespring Adds $920 Million Ohio RIA

  • November 4, 2026
Bluespring Wealth, the RIA acquisition arm of independent broker-dealer Kestra Financial, has purchased the wealth unit of Ohio…
PPersonal finance
Kestra lands $550M Texas planning firm Ecclesiastes Wealth Partners
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Kestra lands $550M Texas planning firm Ecclesiastes Wealth Partners

  • September 30, 2026
Richardson firm joins as Kestra builds out its platform with new leadership, technology, and expanded planning tools. Kestra…
PPersonal finance
Kestra affiliate Element Wealth Advisors acquired by Bluespring Wealth
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Kestra affiliate Element Wealth Advisors acquired by Bluespring Wealth

  • June 25, 2026
Acquisition gives Atlanta planning firm operational backing while protecting client relationships built over years. Element Wealth Advisors, an…
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