Bluespring Wealth, an acquirer of independent wealth management firms, has announced the acquisition of the wealth management business of Whitaker-Myers Wealth Managers, a Wooster, Ohio–based firm overseeing approximately $920 million in client assets. The addition strengthens Bluespring’s presence across the Ohio River Valley and brings together firms with a shared commitment to long-term client relationships.
Whitaker-Myers will join Bluespring Wealth’s River Valley platform, established in July 2026 through the combination of Joule Financial and Ritter Daniher Financial Advisory, and will operate under the Bluespring Wealth brand. The River Valley platform now represents $2.4 billion in client assets and 44 team members across offices in Ohio, Kentucky and South Carolina.
Whitaker-Myers traces its roots to the Whitaker-Myers Insurance Agency, which has served families in Wooster, Ohio, and the surrounding communities since 1869. Matthew Harris and John-Mark Yo
