Bluespring Wealth acquires Whitaker-Myers wealth management business
Wooster, Ohio-based Whitaker-Myers' wealth management business, with about $920 million in client assets, joins Bluespring Wealth.
Bluespring Wealth, an Austin, Texas-based acquirer of independent wealth management firms, announced the acquisition of the wealth management business of Whitaker-Myers Wealth Managers. The Wooster, Ohio firm oversees approximately $920 million in client assets.
Bluespring said the addition strengthens its presence across the Ohio River Valley and brings together firms with a shared commitment to long-term client relationships. Bluespring says the deal lifts its total assets under management in the region to $2.4 billion.
Deal facts
- Target
- Whitaker-Myers Wealth Managers
- Business
- Wealth management business of Whitaker-Myers Wealth Managers, overseeing about $920 million in client assets
- Buyer
- Bluespring Wealth
- Deal type
- Strategic
- Headquarters
- Wooster, Ohio
- Status
- Completed
- Announced
- Tuesday, November 3, 2026
Sources
- Business WireNov 3, 2026
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