Bluespring Wealth Welcomes Family Wealth Counseling in Merger with KDI Wealth Management

Combined team expands planning capabilities for high-net-worth families and business owners, with particular expertise in business transitions and multigenerational wealth

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth (“Bluespring”), a leading acquirer of independent wealth management firms, today announced the acquisition of Family Wealth Counseling (“Family Wealth”). Following the transaction, Family Wealth has merged with existing Bluespring firm KDI Wealth Management (“KDI”), and the combined practice will operate as Bluespring Wealth. The combined firm includes 16 professionals, eight of them advisors, serving high-net-worth families, business owners, and investors with particular focused experience in business transitions and multigenerational wealth. Financial professionals with the combined firm oversee just over $1 billion in client assets.

KDI and Family Wealth have each built their practices around long-term planning relationships and share an entrepreneurial approach to serving clients with increasingly complex financial needs. That alignment is especially evident in their work with business owners navigating major transition points, from succession and exit planning to integrating the proceeds of a business sale into a broader family wealth strategy. Supporting multigenerational families through legacy and wealth-transfer decisions is another area of emphasis for the combined team.

"This was a proactive decision about the future of our business and how we can continue serving our clients for generations to come," said Anne Trinh, CFP®, CPWA®, CKA®, CEPA®, President and Owner of Family Wealth Counseling. "KDI shares the values that have always guided our work: thoughtful planning, trusted relationships, and an entrepreneurial approach to complex client needs. Bringing our teams together gives us greater depth and broader know-how and experience to draw from without changing the relationships our clients know and trust."

Trinh brings more than 25 years of experience advising individuals, families, and business owners, with areas of significant focus spanning business succession and exit planning, wealth transfer, estate planning, charitable planning, and risk management. Her CEPA and CPWA® designations further strengthen the combined team's ability to support business owners and multigenerational families through complex planning decisions.

Together, the two firms create a majority woman-led advisor team and reinforce a deliberate focus on serving women clients, including those navigating business ownership, retirement, inheritance, and other significant financial transitions.

"Family Wealth is a natural fit with KDI because of the way Anne and her team approach both their clients and their business," said Carrie Dick, AIF®, CPFA®, CEPA®, President and Wealth Advisor at KDI Wealth Management. "We share a commitment to building long-term relationships and helping clients navigate life's most important financial decisions. Combining our teams deepens the strength of our service offerings in business succession, exit, and legacy planning, while preserving the personal approach that has defined both firms."

Clients of both firms can expect continuity alongside additional resources. They will continue working with the same primary advisors and planning teams while gaining access to expanded planning capabilities, enhanced investment research, and additional operational and compliance support.

"Family Wealth Counseling and KDI Wealth Management have each built strong practices around thoughtful planning and lasting client relationships," said Will Salmen, Head of Mergers & Acquisitions at Bluespring Wealth. "Their shared values, complementary experience, and commitment to serving business owners and multigenerational families make this a natural fit. This combination strengthens the Bluespring community while creating additional opportunities for advisors and clients alike."

About Bluespring Wealth

Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. It is building a growing community of entrepreneurially minded firms uniquely focused on their clients' interests and preserving their legacy through continued opportunities for growth and investment in next-generation talent. 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 firm owners take their business to the next level of growth through next-generation training and incentivization, consulting and operational resources, 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, client focus, and long-term vision.

Bluespring Wealth is the national brand for all Bluespring affiliated firms and services. Legal entities operating under the Bluespring Wealth brand include Bluespring Wealth Management, LLC, a registered investment adviser, and businesses and financial professionals registered with Kestra Investment Services, LLC (member FINRA/SIPC) and/or Kestra Advisory Services, LLC, an SEC registered investment adviser. Kestra Investment Services, LLC and Kestra Advisory Services, LLC are affiliated with Bluespring through common ownership under Kestra Holdings. Bluespring Wealth Partners includes independent advisory firms affiliated with Bluespring whose financial professionals may be registered as registered representatives of Kestra Investment Services, LLC, investment adviser representatives of Kestra Advisory Services, LLC, or associated with independent, standalone registered investment advisers operating under their own DBAs. Registration status and services vary by advisor and firm. Not all services are available through all entities. Be sure to consult with a qualified financial professional and/or tax professional before implementing any investment strategy.