Bluespring Wealth Partners Merger Unites Hickory Asset Management and RDFA into $865M AUM Firm

The merger between Hickory Asset Management, Inc. and Ritter Daniher Financial Advisory LLC, 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 strengthens the firms' market position but also promises enhanced service offerings and operational efficiencies for their clients.

Hickory Asset Management, known for its prudent financial strategies, and RDFA, recognized for its personalized financial planning, share a client-first philosophy that forms the cornerstone of this merger. The unification under Bluespring Wealth Partners leverages the strengths of both firms, offering clients expanded wealth management capabilities and greater accessibility to services. The merger is a testament to the firms' commitment to maintaining high standards of client care and continuity, ensuring that client planning remains uninterrupted.

Dan LeScoezec of Hickory and John Ritter of RDFA have expressed enthusiasm about the merger, highlighting the alignment in values and investment philosophy between the two firms. Pradeep Jayaraman, President of Bluespring Wealth Partners, underscored the merger's role in facilitating scalable growth and enhanced client service. With Dan LeScoezec set to retire in 2026, the merger also paves the way for a smooth transition, with the Hickory name remaining until early 2026.

This merger is a clear indicator of the evolving landscape in the wealth management industry, where consolidation is increasingly seen as a pathway to achieving greater scale, efficiency, and client satisfaction. For clients of Hickory and RDFA, the merger means access to a broader range of services and expertise, ensuring their financial planning needs are met with the highest level of care and professionalism.