Kestra’s Bluespring Acquires $364M Halcyon Wealth Advisors
Bluespring Wealth Partners – a subsidiary of Kestra Holdings and an acquirer of both independent registered investment advisers and hybrid wealth management firms – has announced the acquisition of Halcyon Wealth Advisors, a firm affiliated with Kestra Financial whose financial professionals oversee $364 million in assets under management.
The deal is part of a broader consolidation strategy and includes the merger of Halcyon into existing Bluespring firm LifeBridge Financial Group. It also comes on the heels of the previous June 2025 merger between LifeBridge and SilverStar Wealth Management, which combined to oversee $1.4 billion in AUM.
With these recent mergers, LifeBridge expands its presence into the Dallas-Fort Worth metropolitan area and now serves clients across Texas with offices in Waco, Houston, Irving, and Cypress.
Headquartered in Houston, LifeBridge is led by Michael Rudelson, managing director, and Selena Krampota and Grayson Palmer, both lead financial advisers.
Halcyon is located in Irving and provides comprehensive wealth management and retirement income planning. The Halcyon team is led by Lynn Clark, owner and financial planner, along with Carolyn Mora, director of both retirement plan services and private wealth management.
“This merger represents a powerful alignment of values and vision,” said Clark. “Our clients remain at the heart of everything we do, and this partnership only strengthens that commitment. By joining forces with LifeBridge, we’re expanding our ability to deliver deeply personalized financial guidance while gaining access to broader resources and expertise.”
According to Bluespring, all three firms – LifeBridge, Halcyon, and SilverStar – share a commitment to providing client-first service and nurturing long-term relationships. Through their collective partnership, the merged firms have expanded their footprint and strengthened their teams with a wider network of advisers and specialists.
“Our commitment to continuous improvement enables LifeBridge Financial Group to draw from the best practices of our new partners, elevating the way we invest, plan, and guide our clients,” said Rudelson. “We’re excited about this next chapter and grateful for the continued trust of our clients.”
“We’re proud to support the continued growth of our partner firms through strategic mergers like this one. LifeBridge, Halcyon, and SilverStar each bring unique strengths to the table, and together, they form a dynamic hub of financial excellence in Texas,” said Pradeep Jayaraman, president of Bluespring Wealth Partners. “This is a testament to the power of collaboration within the Bluespring network.”
In April of this year, AltsWire reported that Bluespring brought on industry veterans Graeme Lee, Jeremy Ransom and Jon Bartholomew, while promoting internal talent Josh Bartholomew to a key role.
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