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

Business

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

Business

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

2026-06-25 19:31 Last Updated At:19:50

AUSTIN, Texas--(BUSINESS WIRE)--Jun 25, 2026--

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.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260625802885/en/

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.

Jeremy Reese, Managing Partner of Element Wealth Advisors

Jeremy Reese, Managing Partner of Element Wealth Advisors

Todd Mitman, Managing Partner of Element Wealth Advisors

Todd Mitman, Managing Partner of Element Wealth Advisors

WASHINGTON (AP) — The Supreme Court cleared the way Thursday for the Trump administration to potentially revive an immigration policy once used to turn back migrants seeking asylum at the U.S.-Mexico border.

The justices, in a 6-3 decision, overturned a lower court order blocking the practice that limited the number of people who could apply for asylum each day, first under the Obama administration and then expanded during President Donald Trump’s first term.

Advocates said the tactic created a humanitarian crisis as thousands of people settled in unsafe makeshift shelters to await their turn. The Trump administration said it was necessary to deal with an increase of asylum seekers at the border.

The policy isn't in place now, though authorities have imposed other restrictions on asylum seekers.

The administration argued that metering is a critical tool that’s been used by presidents of both parties and should stay available. Federal attorneys say people turned away at the border could come back later, though lines were thousands of people long when the policy was in place before.

The case is one of several immigration suits is considering this term, including Trump’s push to end restrict birthright citizenship and his administration’s effort to strip legal temporary protections for migrants fleeing instability and armed conflict.

Under federal law, migrants who arrive in the U.S. must be able to apply for asylum and be screened for fear of persecution in their home countries.

The Justice Department argued that people stopped by authorities haven’t arrived in the country, so immigration agents don’t have to let them apply.

The court's conservative majority agreed. “A guest does not arrive in a house when he knocks on the front door,” Justice Samuel Alito wrote.

But attorneys for people seeking asylum say the law has long meant anyone arriving at a port of entry should be screened, and blocking arrivals disregards the nation’s ideals.

Justice Sonia Sotomayor dissented from the bench, saying that the majority’s opinion “regrettably and tragically extinguishes the light of the torch of the Statue of Liberty.”

In an unusual exchange, Alito voiced a response after she finished speaking. He expressed surprised that she'd read her dissent out loud and defended his opinion by pointing out that the policy had been used during two presidential administrations. “I won’t add anything more to that,” Alito said.

Metering was first used under President Barack Obama when large numbers of Haitians appeared at the main crossing to San Diego from Tijuana, Mexico. It was expanded to all border crossings from Mexico during Trump’s first term in the White House.

It ended in 2020 when the government introduced greater restrictions during the coronavirus pandemic, and President Joe Biden formally rescinded it in 2021.

The same year, a California-based federal judge found that metering violated the asylum seekers rights and the law requiring screening. A divided appeals court panel affirmed the ruling but nearly half of judges on the full San Francisco-based court voted to rehear it, a strong signal that might have caught the attention of the Supreme Court.

U.S. law allows people seeking refuge to apply for asylum once they are on American soil, regardless of whether they came legally. To qualify for asylum, they must show a fear of persecution in their homeland for specific reasons, like race, religion, nationality, membership in a particular social group or political opinion.

People who are eventually granted asylum can’t be deported. They can legally work, bring in immediate family, apply for legal residency and seek citizenship.

Associated Press writer Fatima Hussein contributed to this story.

FILE - The U.S. Supreme Court is photographed, June 8, 2026, in Washington. (AP Photo/Mariam Zuhaib, File)

FILE - The U.S. Supreme Court is photographed, June 8, 2026, in Washington. (AP Photo/Mariam Zuhaib, File)

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