Bluespring Wealth announced that it has acquired Element Wealth Advisors, a Kestra Financial-affiliated advisory firm headquartered in Atlanta, Georgia.
Element Wealth Advisors is a comprehensive financial planning and wealth management firm serving individuals, families, retirees, and business owners. The firm was founded by Todd Mitman and Jeremy Reese with a planning-first approach focused on relationship-driven advice.
Through the partnership, Element gains access to Bluespring’s operational, strategic, and technology resources. The goal is to support Element’s long-term growth while preserving the firm’s culture, leadership approach, and client experience.
Element’s leadership said it sought a strategic partner that could help the firm continue growing without changing the client-first philosophy that has defined the business.
Bluespring partners with growth-oriented independent advisory firms that want institutional support while retaining their leadership style and client service model. The company said the addition of Element reflects continued demand for this partnership model across the independent wealth management industry.
Element Wealth Advisors will continue operating under its existing name. The firm provides financial planning, investment management, retirement planning, and tax-aware wealth strategies.
The Element team includes financial advisors Charlie Hasel and Ann R. Dickerson, who emphasized that the partnership will allow the firm to maintain its client relationships while benefiting from additional resources.
Bluespring is a wealth management platform focused on acquiring and supporting independent wealth management firms. The platform provides resources including growth support, next-generation training, consulting, operational resources, and institutional capital.
KEY QUOTES:
“Our focus has always been on building meaningful relationships and delivering advice that puts our clients first. Joining Bluespring allows us to grow thoughtfully while continuing to invest in our team and the client experience that defines us.”
Jeremy Reese, Managing Partner of Element Wealth Advisors
“Choosing the right partner was one of the most important decisions we could make for our firm and our clients. Bluespring stood out because they know how to support growing firms without changing what makes them successful. That balance of resources and autonomy is exactly what we were looking for.”
Todd Mitman, Managing Partner of Element Wealth Advisors
“Element Wealth Advisors represents the type of firm we look to partner with because of the leadership, culture, and long-term vision they have built. The Element team has established a strong reputation through their client relationships and disciplined approach to their business. We are excited to support them as they continue expanding their capabilities and serving clients for years to come.”
William Salmen, Head of Mergers & Acquisitions for Bluespring Wealth
“We joined this partnership knowing that the relationships and trust we have built with clients would remain at the center of everything we do. The added resources only make us better positioned to serve them well.”
Charlie Hasel, Financial Advisor at Element Wealth Advisors
“This partnership allows us to keep doing what we love, delivering thoughtful, personalized advice to the clients and families we have built relationships with over the years. Having additional resources behind us only strengthens what we are already doing.”
Ann R. Dickerson, Financial Advisor at Element Wealth Advisors
