Bluespring Wealth Acquires $1.1 Billion Synthesis Wealth Planning
The Combined practice expands Bluespring’s national footprint with offices in New Jersey and Florida
Bluespring Wealth (“Bluespring”), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced the acquisition of Kestra Financial-affiliated firm Synthesis Wealth Planning ("Synthesis"), headquartered in Morristown, New Jersey. Fellow Kestra-affiliated firm IFG Wealth Strategies (“IFG”) of Raritan, New Jersey, previously acquired by Synthesis, brings the combined practice to approximately $1.1 billion in overseen assets. This significantly expands the Bluespring community's presence with offices across New Jersey and Jupiter, Florida. The deal marks Bluespring's fifth announcement of 2026, building on a strong 2025 in which the company completed nine acquisitions representing more than $6 billion in AUM.
Synthesis was founded in 2018 by Managing Partners Alex Panas, CFP®, AIF®; Daniel C. Singer, CFP®, ADPA®; and Eric K. Rosenberger, CFP®, CFS®, after the trio left a legacy planning firm to build a full-service, planning-led practice centered on client outcomes. Synthesis is joined by Director of Wealth Planning, Kim Luthy, CFP®, CDFA®, CFS®, CLTC, who was recently elevated to Partner. Through the IFG merger, Synthesis also welcomes Robert Iola, CLU, ChFC, who built IFG into a respected planning practice serving clients across central New Jersey. Both firms share a planning-first philosophy and a history on the Kestra platform, making the combination a natural fit.
