Bluespring Wealth expands Ohio River Valley presence to $2.4b with addition of Whitaker-Myers
Tuesday, November 3, 2026 · first reported by IREI
Bluespring Wealth has acquired the wealth management business of Whitaker-Myers Wealth Managers, a Wooster, Ohio firm with about $920 million in client assets. Whitaker-Myers will move under the Bluespring Wealth brand and join the River Valley platform, which was formed in July 2026 from Joule Financial and Ritter Daniher Financial Advisory.
With the addition, the platform holds $2.4 billion in client assets and has 44 team members in offices across Ohio, Kentucky and South Carolina. Matthew Harris and John-Mark Young started the Whitaker-Myers practice about ten years ago, and it now has more than 20 team members.
- Also named
- Whitaker-Myers Wealth Managers
- Geography
- North America
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