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Welcome to Bluespring Wealth River Valley. Learn how three trusted firms became one team.

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About
- Our Story
- Our Team
What We Do
Who We Serve
Resources
Contact

About
- Our Story
- Our Team
What We Do
Who We Serve
Resources
Contact

Regulatory Information

Client Relationship Summary (CRS)

Form ADV
Part 2A

Form ADV
Part 2A (retirement)

Form ADV
Part 2B

Privacy
Policy

READY TO START PLANNING?

Your wealth is more than numbers.

Behind every financial decision is a family, a business, or a vision for the future. We’re here to help you protect it.

Bringing clarity, discipline, and foresight to the financial lives of successful families, business owners, and executives across the Ohio Valley and beyond.

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About
What We Do
Who We Serve
Resources
Contact

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Cincinnati: (513) 233-0715
Lexington: (859) 881-0777
Cleveland: (440) 358-1330

rivervalley@bluespringwealth.com

Advisory services are provided by Bluespring Wealth Management, LLC, an SEC registered investment adviser. Not all financial professionals are licensed or registered to conduct business in every state. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the purchase or sale of any specific securities, investments or investment strategies. Insurance services offered through Kestra Insurances services, LLC, Capital Independent Insurance Services, LLC & Vector Insurance Services, LLC

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 using the marketing name Bluespring Wealth, which may include 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, stand-alone 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.

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