Bluespring Wealth Partners Acquires $560 Million Reliant Wealth Planning

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Summary

With Bluespring’s robust offerings and resources, Reliant aims to build on its core principles of providing fiduciary services with a client-first mindset through expertise, trust and relationships. Their offer to come alongside to enhance, but not change, our DNA made them not just the obvious choice, but the only choice.” Reliant has built a strong reputation for high-touch client services, technical expertise in financial planning and portfolio management, and exceptional due diligence. "Their expertise, dedication to excellence, and commitment to clients align perfectly with the profile of success-driven and entrepreneurial-focused financial professionals we seek to work with at Bluespring." Bluespring was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor training and incentivization, consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.

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