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Bluespring Wealth Partners Merger Unites Hickory Asset Management and Ritter Daniher Financial Advisory

Burstable News - Business and Technology News July 15, 2025
By Burstable News Staff
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Bluespring Wealth Partners Merger Unites Hickory Asset Management and Ritter Daniher Financial Advisory

Summary

The merger of Hickory Asset Management and Ritter Daniher Financial Advisory under Bluespring Wealth Partners forms a formidable $865M AUM firm, enhancing client services and growth opportunities.

Full Article

The merger between Hickory Asset Management, Inc. and Ritter Daniher Financial Advisory LLC, both under the umbrella of Bluespring Wealth Partners, marks a significant consolidation in the wealth management sector, creating a combined entity with over $865 million in assets under management (AUM). This strategic move not only underscores the strength and scalability of Bluespring Wealth Partners but also highlights the shared values and client-first approach of the merging firms.

Hickory Asset Management, based in Concord, Ohio, and Ritter Daniher Financial Advisory, headquartered in Cincinnati, Ohio, bring together a wealth of financial expertise and a commitment to personalized wealth management solutions. The merger is poised to offer clients enhanced service accessibility, expanded wealth management capabilities, and uninterrupted continuity of care, leveraging the combined strengths of both firms.

Dan LeScoezec, President & Founder of Hickory, and John Ritter, Managing Partner and Financial Advisor at RDFA, both expressed enthusiasm for the merger, citing aligned values and a mutual dedication to client service as the foundation for this partnership. The merger is expected to facilitate scalable growth and provide a seamless transition for clients, with the Hickory name remaining until early 2026 as part of the transition plan.

Pradeep Jayaraman, President of Bluespring Wealth Partners, emphasized the firm's support for the merger, highlighting the opportunity it presents for both Hickory and RDFA to enhance their service offerings and achieve their growth objectives. This merger exemplifies Bluespring Wealth Partners' commitment to fostering partnerships that elevate the wealth management industry while preserving the entrepreneurial spirit and founding principles of the firms it acquires.

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