Element Wealth Advisors Partners with Bluespring Wealth to Strengthen Planning-First Financial Advice

Atlanta-based financial planning firm joins Bluespring platform to support long-term growth and deliver an enhanced client experience for individuals and families

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth ("Bluespring"), a leading acquirer of independent wealth management firms, today announced the acquisition of Kestra Financial-affiliated firm Element Wealth Advisors ("Element"), a comprehensive advisory firm headquartered in Atlanta, Georgia.

Todd Mitman and Jeremy Reese founded Element Wealth Advisors on the belief that individuals, families, retirees, and business owners deserve thoughtful, relationship-driven advice from a team built around knowing them well and helping them navigate the financial decisions that matter most.

As the firm looked toward its next chapter, Element's leadership sought a strategic partner to support continued growth while preserving the culture and client experience that have always defined the business.

"Our focus has always been on building meaningful relationships and delivering advice that puts our clients first," said Jeremy Reese, Managing Partner of Element Wealth Advisors. "Joining Bluespring allows us to grow thoughtfully while continuing to invest in our team and the client experience that defines us."

Through this partnership, Element gains access to operational, strategic, and technology resources designed to enhance its capabilities and support long-term growth.

"Choosing the right partner was one of the most important decisions we could make for our firm and our clients," said Todd Mitman, Managing Partner of Element Wealth Advisors. "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."

Bluespring partners with growth-oriented advisory firms seeking to retain their leadership approach and client philosophy while benefiting from institutional support, and the addition of Element reflects continued demand for this model across the independent wealth management industry.

"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," said William Salmen, Head of Mergers & Acquisitions for Bluespring Wealth. "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."

The decision reflects broad alignment across the Element team. Financial Advisors Charlie Hasel and Ann R. Dickerson both spoke about the importance of maintaining the firm's client-first approach and the relationships that have always been at the heart of its work.

"We joined this partnership knowing that the relationships and trust we have built with clients would remain at the center of everything we do," said Hasel. "The added resources only make us better positioned to serve them well."

"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," said Dickerson. "Having additional resources behind us only strengthens what we are already doing."

Element Wealth Advisors will continue operating under its existing name, well-positioned for its next phase of growth with a partner in Bluespring that shares its vision for serving clients and families for generations to come.

About Element Wealth Advisors

Element Wealth Advisors is a comprehensive financial planning and wealth management provider headquartered in Atlanta, Georgia. The firm works with individuals, families, retirees, and business owners through a planning-first approach focused on helping clients make thoughtful financial decisions with greater clarity and confidence. Services include financial planning, investment management, retirement planning, and tax-aware wealth strategies.

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.