Bluespring Wealth Partners (a leading acquirer of independent RIAs and hybrid wealth management firms) announced their acquisition of leading Scottsdale, AZ-based wealth management firm KDI Wealth Management.
KDI personnel currently oversees over $750 million in client assets. And the firm is run by husband-and-wife duo Kevin Dick (CEO and Wealth Advisor) and Carrie Dick (President and Wealth Advisor), along with longtime business partner Shane Keith (Vice President and Wealth Advisor). The firm was founded in 2005 and consists of 14 total employees.
KDI’s decision to join Bluespring was driven by several factors, including Bluespring’s flexible model and commitment to its partners’ entrepreneurial spirit while offering streamlined solutions to outsource non-revenue-generating tasks. The KDI team provides a full suite of services, including wealth and retirement planning, estate planning, cash flow management, tax planning, etc. With Bluespring’s expertise and resources, KDI plans to accelerate growth while maintaining its reputation for superior customer service and personalized financial solutions.
Along with the partnership with Bluespring, KDI is also joining the Kestra Financial wealth management platform, leveraging all the tools offered within the Kestra ecosystem.
KEY QUOTES:
“Bluespring’s dedication to fostering entrepreneurship deeply resonated with us. We’re excited to have a partner that respects our vision for the business. With Bluespring we will be able to elevate our capabilities, expand our reach, and continue to deliver exceptional value to our clients.”
- KDI CEO Kevin Dick
“We are thrilled to welcome KDI Wealth Management to the Bluespring community. Their first-class track record, commitment to excellence, and dedication to client success perfectly complement our values and objectives. We look forward to supporting the team in its future growth.”
- Stuart Silverman, Chairman of Bluespring
“We are thrilled to welcome KDI Wealth Management to the Kestra community. We’ve intentionally assembled our Kestra ecosystem in a way that enables advisors to choose how to best leverage our capabilities to advance their growth. The fact that KDI is able to leverage our wealth management platform while also gaining the guidance and expertise of our colleagues at Bluespring is a perfect example of our vision in action.”
- Stephen Langlois, President of Kestra Financial
