Bluespring Wealth Partners Merger Unites Hickory Asset Management and Ritter Daniher Financial Advisory
The merger of Hickory Asset Management and Ritter Daniher Financial Advisory under Bluespring Wealth Partners creates a firm with over $865M in assets under management, enhancing client services and growth opportunities.
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. This strategic move is set to enhance the firms' ability to deliver personalized financial strategies and bolster client relationships through expanded capabilities and service accessibility.
Dan LeScoezec, President & Founder of Hickory, highlighted the alignment in values and client-first approach between the two firms as a foundation for long-term success. John Ritter, Managing Partner and Financial Advisor at RDFA, echoed this sentiment, emphasizing the shared commitment to exceptional service and financial peace of mind for clients. The merger, supported by Bluespring Wealth Partners, aims to power scalable growth and ensure seamless client planning and care without disruption.
With Dan LeScoezec set to retire in 2026, the Hickory name will remain until early 2026, ensuring a smooth transition for clients and team members alike. This merger not only represents a significant milestone for the involved firms but also underscores the evolving landscape of the wealth management industry, where strategic consolidations are increasingly seen as a pathway to enhanced service delivery and operational scalability.