Many Streams. One River.
Rivers have always shaped the places we serve. They carried trade, built towns, and brought neighbors together long before any of us opened a firm. Our story follows the same current: local firms with deep roots, flowing together so the families and business owners we serve have more to count on.
Ritter Daniher Financial Advisory, Joule Financial, and Hickory Asset Management founded Bluespring Wealth – River Valley in July 2026. Each had built something lasting in its own community, through trusted relationships, disciplined planning, and a commitment to doing right by clients, and together they brought deeper resources and broader expertise to the families they serve.
Rivers grow by what flows into them.
In November 2026, Whitaker-Myers Wealth Managers joined River Valley, bringing a team with over a decade of experience, deep roots in multiple communities, and a strong habit of leading with a teacher’s heart.
Ritter Daniher
Financial Advisory
Founded in 1999 in Cincinnati, RDFA built a reputation for thoughtful planning and strong relationships. Their long-standing commitment to client service set the standard for what we represent today.
Joule
Financial
Since 2001, Joule Financial in Lexington has helped clients bring structure to complex financial lives through education, discipline, and strategy. Their forward-thinking approach continues to guide how we plan for the future.
Hickory Asset
Management
Established in 2008 in Cleveland, Hickory Asset Management brought a client-first philosophy rooted in trust and integrity. Their focus on personalized service remains a key part of our identity.
Whitaker-Myers
Wealth Managers
Founded in 2014 in Mansfield, Whitaker-Myers Wealth Managers has guided families with the heart of a teacher, taking the time to help every client truly understand their plan. That commitment to clarity fits right in with how every River Valley advisor already works.
Each of our firms shared the same belief: that wealth management should always be personal, transparent, and built on long-term trust. Coming together allows us to deliver on that promise with even greater depth and resources for our clients.
John Ritter, CFP®, CFS
Executive Managing Director
How the River Took Shape
Bringing these firms together allows us to combine our strengths and create new opportunities for our clients, our team, and the communities we serve.
Daniel Czulno, CFP®
Senior Managing Director
Frequently Asked Questions
Each of our firms had built something we were proud of: strong client relationships, disciplined planning, and deep community roots. Coming together as Bluespring Wealth – River Valley lets us carry all of that forward while offering clients more: more expertise, more resources, and a team rooted in communities across the region.
Your relationship with your advisor isn’t changing. The people you trust are still here. What’s new is the depth behind them. A full team of specialists, the technology and resources of a national platform, and the confidence that comes from knowing your financial life is supported by something built to last. That holds for clients of every firm in River Valley, including Whitaker-Myers Wealth Managers, which joined on November 1, 2026.
We have core offices in Cincinnati, Cleveland, Lexington, and Mansfield, along with local offices across Ohio and in South Carolina and Florida. We also serve clients virtually wherever life takes them.
Whitaker-Myers Wealth Managers is a wealth management firm founded in 2014 in Mansfield, known for taking the time to teach clients how their plan works. The team joined Bluespring Wealth – River Valley on November 1, 2026, and clients keep the same advisors and offices.
