Bluespring Snaps Up $2.3 Billion Massachusetts Advisory Firm
Barrons·2026-02-10 18:10
Core Viewpoint - Bluespring Wealth Partners has acquired SHP Financial, a Massachusetts registered investment advisory firm with approximately $2.3 billion in client assets, marking a significant expansion for Bluespring in the advisory sector [1]. Group 1: Acquisition Details - The acquisition of SHP Financial was announced on a Tuesday and officially closed on December 31 [1]. - SHP Financial operates three offices in Massachusetts and specializes in long-term financial planning [1].