Wisconsin-based firm joins network of high-performing partners

Bluespring Wealth Partners, a leading aggregator of both independent RIAs and hybrid wealth management firms, has welcomed existing Kestra Financial firm New Wall Street—a Green Bay, Wisconsin-based firm focused on supporting individuals and families' wealth planning needs—to its platform. This addition reflects Bluespring’s continued commitment to partnering with high-performing, client-centric firms across the country.

Based in Green Bay, WI, New Wall Street is led by co-founders Bernie Van Eperen and Chris Battle, who currently oversee $135 million in assets under management. Since its founding in 2012, the firm has prioritized a white-glove experience, maintaining a low advisor-to-client ratio to deliver exceptional service. This announcement comes on the heels of a number of exciting mergers and acquisitions for Bluespring, with six deals closed in 2025 so far.

New Wall Street takes a holistic approach to assisting clients in meeting their financial goals and objectives—from planning to execution to follow-up. Recognizing that everyone encounters challenges along the way, the team works to anticipate and address client needs in a way that keeps them on track toward a meaningful and purpose-driven financial future.

“When thinking about the next chapter for New Wall Street, we sought a partner that would help us build on our existing success,” said Bernie Van Eperen. “We remain focused on a high level of customer service not typically seen in the financial services industry and recognized a similar dedication to high-quality service in Bluespring and the Kestra ecosystem.”

“New Wall Street exemplifies the kind of entrepreneurial spirit and client-first mindset we value at Bluespring,” said Pradeep Jayaraman, President of Bluespring Wealth Partners. “Their collaborative model and deep community roots make them a strong addition to our community of partners, and we’re excited to support their next phase of growth.”

About Bluespring Wealth Partners, LLC

Through a highly customized and people-centric approach, Bluespring is dedicated to the acquisition and support of quality wealth management firms. In partnering with experienced wealth advisors and their teams, Bluespring looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor training and incentivization, consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Silverstar Wealth Management, LifeBridge Financial Group, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures

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