KDI Wealth Management, established in 2005 by Kevin Dick, is a Scottsdale, Arizona-based financial advisory firm that offers a comprehensive suite of services tailored to individuals, families, and business owners. Their offerings include collaborative financial planning, tax and estate strategies, risk management, college planning, cash flow management, and business retirement solutions. The firm emphasizes a “peer-to-peer” approach to wealth management, fostering collaboration among clients, advisors, and other stakeholders to create integrated financial strategies that align with clients’ unique goals and values .

In 2024, KDI Wealth Management was acquired by Bluespring Wealth Partners, a firm known for partnering with independent registered investment advisors. This acquisition, which involved more than $750 million in client assets, allows KDI to leverage Bluespring’s resources while maintaining its commitment to personalized service and entrepreneurial independence .

The leadership team at KDI includes CEO Kevin Dick, President Carrie Dick, and Vice President Shane Keith. Together, they have cultivated a client-centric culture that seeks to simplify complex financial decisions, enabling clients to achieve financial clarity and confidence. Their approach integrates various aspects of financial planning, ensuring that all elements work cohesively to support clients’ long-term objectives .