Bluespring Wealth Partners, a leading acquirer of independent RIAs and hybrid wealth management firms, announced the acquisition of Rodgers & Associates Wealth Advisers, a wealth management firm specializing in retirement planning based in Lancaster, Pennsylvania. This deal comes shortly after Bluespring’s fifth-anniversary celebration, bringing the company’s community of partner firms to 27 total.
Rodgers & Associates oversees over $1.35 billion in client assets. And the firm was founded over 25 years ago by husband-and-wife partners Rick and Jessica Rodgers, supported by colleagues Sandra Skrodinsky, President and CCO; Susan Connors, Director of Operations; Patrick Carney, Manager of Adviser Services; and Clint Krushinsky, Business Development Specialist. Rodgers & Associates employs 25 financial professionals and has nearly 1,000 household clients.
Rodgers & Associates’ decision in joining Bluespring was driven by many factors, including Bluespring’s skill of marketing, other back-office resources, and educational tools on succession planning. And the Rodgers & Associates team prioritizes helping its clients become financially independent for retirement through high-quality service, knowledge depth, and integrity. Through Bluespring’s comprehensive offerings, Rodgers & Associates plans to accelerate growth and technology adoption through Bluespring’s existing platforms while maintaining its reputation for providing best-in-class retirement planning services to its clients.
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“From the beginning, we were drawn to Bluespring’s emphasis on growth at scale while staying true to the core of our business. Firm-wide, we look forward to building on even more organic growth and success in the coming years, supported by Bluespring’s array of resources so that we can continue excellent service and high-quality experiences for our clients.”
- Rick Rodgers, founder of Rodgers & Associates
“The team and I are thrilled to welcome Rodgers & Associates to the Bluespring community. Rodgers & Associates is a fantastic example of a firm dedicated to excellence in client services and promoting financial independence. We are excited to accompany Rick, Jessy, their team, and their clients on this next chapter of growth and success.”
- Stuart Silverman, Chairman of Bluespring
