Bluespring Wealth Partners announced that Hickory Asset Management, Inc., a long-standing Bluespring firm, will merge into Ritter Daniher Financial Advisory LLC (RDFA), another Bluespring partner firm. The combination brings together two Ohio-based teams that will now collectively oversee more than $865 million in assets under management. 

Hickory, headquartered in Concord, has been part of the Bluespring family since 2019 and is led by president & founder Dan LeScoezec, along with director of operations Ryan Robaugh and financial advisor Chris Entringer. Cincinnati-based RDFA is headed by managing partner John Ritter and focuses on delivering tailored financial strategies to individuals, families, and businesses. Under the merger, both firms will continue to operate their existing teams, aiming to provide uninterrupted client service and broaden their growth potential. 

“This is an exciting opportunity for both Hickory and RDFA,” said LeScoezec. “Our alignment in values, client-first approach, and investment philosophy creates a strong foundation for long-term success.” 

Ritter echoed the sentiment, adding, “We take pride in providing exceptional service to our clients and going the extra mile to meet their needs, and we’ve found that exact same sentiment in Hickory and their advisors.” 

As part of the succession plan, LeScoezec will retire in 2026, with the Hickory name remaining in place until early that year to ensure a smooth transition for clients and staff alike. 

The deal reflects Bluespring Wealth Partners’ continued strategy to expand its national footprint and strengthen its network of independent wealth management firms. It follows the firm’s June acquisition of SilverStar Wealth Management, which was merged into its existing Houston-based partner firm, LifeBridge Financial Group, bringing that combined team’s client assets to $1.4 billion. 

Other recent deals include the acquisition of $400 million Brookfield, WI-based Charter Capital Management, the merger of Retirement Wealth Specialists and Security Financial Management into a $1.4 billion Florida-based RIA, and the February acquisition of $560 million Reliant Wealth Planning in Louisville, KY.   

Bluespring Wealth Partners is a subsidiary of Kestra Holdings, which continues to back its firms with resources and scale to help drive growth and continuity across its platform.