Bringing you live news and features since 2006 

Bluespring Wealth Partners acquires Hickory Asset Management

RELATED TOPICS​

Bluespring Wealth Partners (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, has acquired Hickory Asset Management.

Based in Concord, Ohio, Hickory Asset Management is an independent RIA offering comprehensive financial planning and portfolio management services to individuals, corporate executives, and business owners.

“The Hickory Asset Management team has operated a well-run firm and employed a disciplined approach to client service since their founding in 2008,” says Stuart Silverman, President of Bluespring Wealth. “Their entrepreneurial spirit and desire to build and preserve a lasting legacy for clients and employees alike falls squarely in line with our mission at Bluespring Wealth. We look forward to working together to build a strategy that will optimise value for the team.”

Hickory Asset Management is led by Daniel G LeScoezec, CHFC, President, who has over three decades of financial services experience.

“Establishing an effective succession plan is paramount to our business and the most important step in building our legacy as a firm,” says LeScoezec. “Partnering with Bluespring Wealth will not only help us devise a customised plan for the future and grow our practice, but also open up the doors to a culture steeped in entrepreneurship and success.”

Bluespring Wealth was launched in July 2019 and works exclusively with legacy-minded RIA and wealth management firms.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by