Bluespring Wealth Partners, a leading acquirer of independent RIAs and hybrid wealth management firms, announced its acquisition of Reliant Wealth Planning, a premier wealth management and financial advisory firm based in Louisville, Kentucky.
Reliant personnel oversees over $560 million in assets under management, led by founding partners Shaun Chelf and Laura Clark. Launched in 2017, the firm comprises 13 team members with respected designations in financial planning, including CFP, RICP, CFA, and CRPC.
Reliant provides a comprehensive suite of services, including wealth management, retirement planning and cash flow strategies, investment management, estate planning, charitable strategies, and risk management. And with Bluespring’s offerings and resources, Reliant aims to build on its core principles of providing fiduciary services with a client-first mindset through expertise, trust, and relationships.
Reliant has created a strong reputation for high-touch client services, technical expertise in financial planning and portfolio management, and exceptional due diligence. And their focus on client-centric strategies has helped Reliant earn clients’ trust across and beyond the Louisville area.
KEY QUOTES:
“When searching for a partner, Bluespring truly stood out above everyone else Laura and I spoke to. They alone wanted us to keep doing the exact things in advanced planning and investing that made us very successful and unique. Their offer to come alongside to enhance, but not change, our DNA made them not just the obvious choice, but the only choice.”
- Shaun Chelf, Founding Partner of Reliant
“We are excited to welcome Reliant to the Bluespring family and broader Kestra ecosystem of financial professionals and firms. Their expertise, dedication to excellence, and commitment to clients align perfectly with the profile of success-driven and entrepreneurial-focused financial professionals we seek to work with at Bluespring.”
- Pradeep Jayaraman, President of Bluespring Wealth Partners
