Bluespring Wealth Expands Ohio River Valley Presence to $2.4 Billion With Addition of Whitaker-Myers
Partnership extends Bluespring’s reach across Ohio and South Carolina, strengthening its ability to serve clients
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Bluespring Wealth (“Bluespring”), a leading acquirer of independent wealth management firms, today announced the acquisition of the wealth management business of Whitaker-Myers Wealth Managers (“Whitaker-Myers”), a Wooster, Ohio-based firm overseeing approximately $920 million in client assets. The addition strengthens Bluespring’s presence across the Ohio River Valley and brings together firms with a shared commitment to long-term client relationships.
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Whitaker-Myers joins Bluespring Wealth’s River Valley platform.
Whitaker-Myers will join Bluespring Wealth’s River Valley platform, established in July 2026 through the combination of Joule Financial and Ritter Daniher Financial Advisory, and will operate under the Bluespring Wealth brand. The River Valley platform now represents $2.4 billion in client assets and 44 team members across offices in Ohio, Kentucky and South Carolina.
Whitaker-Myers traces its roots to the Whitaker-Myers Insurance Agency, which has served families in Wooster, Ohio, and the surrounding communities since 1869. Matthew Harris and John-Mark Young launched the wealth management practice roughly a decade ago with two advisors, and today the firm has more than 20 team members. The firm serves clients across a range of life and wealth stages, with an emphasis on debt-free living, disciplined saving and financial planning grounded in faith and family.
“Each of our firms shares the same belief: that wealth management should always be personal, transparent and built on long-term trust,” said John Ritter, CFP®, CFS®, Executive Managing Director of Bluespring Wealth – River Valley. “Whitaker-Myers has built something special by meeting clients early in their financial lives and staying with them as their wealth grows. Together, we can deliver on that promise with even greater depth and resources for every client we serve, whatever stage they’re in.”
As Whitaker-Myers weighed its next chapter, finding a partner that shared its commitment to developing the next generation of advisors was a priority. Joining Bluespring Wealth provides the Whitaker-Myers team with additional operational, compliance and technology resources to support long-term succession, career development and continued expansion.
“Matthew and I started this practice with two advisors, and we’ve grown by bringing talented young advisors in early and developing them into leaders,” said John-Mark Young, President and Co-Chief Investment Officer of Whitaker-Myers. “We wanted a partner who would help us keep doing that on a bigger scale, and we found that in Bluespring Wealth and the River Valley team. We’re excited to build together.”
“Whitaker-Myers is exactly the kind of firm we want to bring into Bluespring Wealth: deeply rooted in its community, focused on developing the next generation, and committed to serving clients for the long term,” added Josh Bartholomew, Head of Business Development, Bluespring Wealth. “Their addition strengthens our presence in an important market while advancing our broader strategy of bringing together firms with shared values and a long-term vision.”
About Bluespring Wealth
Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. It is building a growing community of entrepreneurially minded firms uniquely focused on their clients’ interests and preserving their legacy through continued opportunities for growth and investment in next-generation talent. In partnering with experienced wealth advisors and their teams, Bluespring looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring was established with the express purpose of helping firm owners take their business to the next level of growth through next-generation training and incentivization, consulting and operational resources, 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, client focus, and long-term vision.
Bluespring Wealth is the national brand for all Bluespring affiliated firms and services. Legal entities operating under the Bluespring Wealth brand include Bluespring Wealth Management, LLC, a registered investment adviser, and businesses and financial professionals registered with Kestra Investment Services, LLC (member FINRA/SIPC) and/or Kestra Advisory Services, LLC, an SEC registered investment adviser. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are affiliated with Bluespring through common ownership under Kestra Holdings. Bluespring Wealth Partners includes independent advisory firms affiliated with Bluespring whose financial professionals may be registered as registered representatives of Kestra Investment Services, LLC, investment adviser representatives of Kestra Advisory Services, LLC, or associated with independent, standalone registered investment advisers operating under their own DBAs. Registration status and services vary by advisor and firm. Not all services are available through all entities. Be sure to consult with a qualified financial professional and/or tax professional before implementing any investment strategy.
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