Kestra’s Bluespring Affiliate Reports $1.3B in Assets After Florida RIA Merger

An affiliate of Kestra Holdings’ Bluespring Wealth Partners reported managing $1.3 billion in client assets following a merger with a Florida-based advisory firm. Pittman Financial Group will merge into Security Financial Management, i.e., SFM, an existing partner firm within the Bluespring ecosystem.

The move increases SFM’s total assets under management to $1.3 billion.

The merger, led by Pittman Financial Group founder Page Pittman and Elizabeth Eagle, client service administrator, is specifically designed to address long-term succession planning. Pittman currently oversees more than $60 million in client assets, focusing on relationship-driven, fee-based financial planning. It was previously affiliated with Principal Securities Inc.

“Succession planning was a top priority to ensure my clients continue to receive superior financial planning services for decades to come,” said Pittman. He noted that joining SFM and Bluespring ensures his clients gain access to qualified advisers and expanded resources while maintaining a “people-first” value system.

This transition reinforces Bluespring’s core mission of supporting wealth management firms with sustainable growth and adviser continuity. By integrating into SFM, Pittman’s clients will retain their trusted adviser relationships while gaining the operational scale and infrastructure provided by the broader Bluespring platform.

“Page has built a disciplined, relationship‑driven firm that reflects the values we prioritize across Bluespring,” said Josh Bartholomew, head of business development at Bluespring Wealth Partners. “By joining SFM, his clients benefit from the continuity of a trusted adviser alongside the enhanced capabilities, infrastructure, and scale of the Bluespring platform.”

Bluespring said it continues to focus on acquiring high-quality RIAs that prioritize the client experience. The firm cultivates a partnership-based culture to help advisers build stable businesses that deliver long-term value to their clients.

Earlier this year, Bluespring acquired financial planning firm SHP Financial. Financial professionals with SHP provide fiduciary-based advice to high-net-worth clients and currently oversee approximately $2.3 billion in total assets.

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