MarshBerry Advises Synthesis Wealth Planning On Sale To Bluespring Wealth
Woodmere, OH, May 20, 2026 – MarshBerry, a global leader in investment banking and consulting, is pleased to announce its role as financial advisor to Synthesis Wealth Planning (Synthesis) in its sale to Bluespring Wealth (Bluespring), a premier acquirer of independent RIAs and hybrid wealth management firms.
Headquartered in Morristown, New Jersey, Synthesis – along with IFG Wealth Strategies, which it previously acquired – represents approximately $1.1 billion in overseen assets. The transaction strengthens Bluespring’s footprint across New Jersey and Jupiter, Florida, and marks another step in its continued growth strategy.
Founded in 2018, Synthesis has demonstrated exceptional expansion, growing more than fivefold through a combination of disciplined organic growth, strategic acquisitions, and the addition of experienced advisors aligned with its planning-first philosophy.
“The Synthesis team has developed a highly respected platform with outstanding professionals and a proven track record of organic growth,” said Kim Kovalski, MarshBerry Managing Director. “Given the firm’s existing relationship within the Kestra network, Bluespring emerged as a compelling long-term partner for the business and its clients.”
The partnership provides Synthesis with access to Bluespring’s robust ecosystem, including operational support, strategic resources, and a national network of partner firms, enabling the team to further enhance client service and scale for future growth.
“This transaction highlights the importance of thoughtful strategic alignment in wealth management M&A,” said Phil Trem, MarshBerry President. “We were proud to help position Synthesis for a partnership that builds upon the firm’s exceptional team, organic growth momentum, and established industry relationships.”
MarshBerry continues to advise wealth management firms on strategic transactions that support long-term growth, succession planning, and value creation. MarshBerry’s engagement for Synthesis included deal pricing, structuring and negotiation.
As the wealth management industry continues to evolve, MarshBerry remains a trusted partner for firms seeking strategic growth, cultural alignment, and long-term success.
Leveraging a focused and well–defined process, MarshBerry’s team of investment bankers understand the complexities of the wealth market and how to properly position firms to realize value. With extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for strategic advisory, growth acceleration consulting, merger & acquisition transactions including liquidity transactions, acquisition transactions, business continuity/perpetuation transactions, and more.
MarshBerry – Helping Clients Learn, Improve & Realize Value
MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.