Updated
Updated · InvestmentNews · Jun 24
Bluespring Wealth Buys Element Advisors in Sixth 2026 Deal
Updated
Updated · InvestmentNews · Jun 24

Bluespring Wealth Buys Element Advisors in Sixth 2026 Deal

2 articles · Updated · InvestmentNews · Jun 24

Summary

  • Element Wealth Advisors, an Atlanta-based Kestra affiliate, was acquired by Bluespring Wealth on Wednesday, giving the buyer its sixth acquisition of 2026; terms were not disclosed.
  • Bluespring said the deal fits its strategy of adding growth-oriented independent advisory firms, while Element gains operational, strategic and technology support without changing its name or leadership.
  • Managing partners Todd Mitman and Jeremy Reese built Element around financial planning, investment management, retirement planning and tax-aware wealth strategies for individuals, families, retirees and business owners.
  • Austin-based Bluespring recently launched Bluespring Wealth Management, an RIA meant to centralize compliance support across its partner network, underscoring broader consolidation in independent wealth management.

Insights

With private capital fueling a wealth management M&A frenzy, what unique value are acquirers truly buying?
As big firms buy small advisors, will personalized financial advice survive the relentless push for corporate efficiency?
Amid a $100 trillion wealth transfer, can acquired firms adapt fast enough for the next generation of investors?