Lexington, KY Office
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BlueSpring Wealth Management, LLC
Multi-team
Firm-wide stats for BlueSpring Wealth Management, LLC
About
Vector serves individuals, business owners, trusts and estates, and pension and profit‑sharing plans, offering discretionary and limited non‑discretionary investment management, financial planning, and retirement plan consulting. The firm also recommends independent managers and, for accredited investors, private placement opportunities when consistent with client objectives.
Vector’s investment process is overseen by an Investment Committee and emphasizes a customized, iterative investment policy developed with clients through its proprietary Sojourn™ application rather than a survey‑driven risk questionnaire. Portfolios combine mutual funds, ETFs, individual securities, derivatives and independent managers, and the firm offers specialized services such as custom option overlay and hedging strategies for concentrated positions.
Distinctive features disclosed in the brochure include an affiliation with Arden Trust Company, providing an affiliated trustee option, and explicit institutional retirement plan work in which Vector can act as an ERISA fiduciary to plan sponsors. The firm also discloses its referral and marketing arrangements — including participation in the Schwab Advisor Network and payment to promoters — and documents written thresholds (a $500,000 account minimum and a suggested $250,000 minimum per concentrated position overlay) that reflect a primarily higher‑net‑worth and institutional client focus.
Based on BlueSpring Wealth Management, LLC
Expertise
Based on BlueSpring Wealth Management, LLC
Location
998 Governors Ln, Suite 325
Lexington KY 40513
Advisors at this office
2
Advisors at this office
Robert B
Series 65
Lexington, KY
BlueSpring Wealth Management, LLC
Robert Bunting III is a financial advisor with BlueSpring Wealth Management, LLC in Lexington, KY, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Kestra Financial Inc., Joule Financial, EMB Mortgage Group, Bluestone Title, and a period of self-employment. Vector serves individuals, business owners, trusts, estates, and retirement plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment process developed with clients through its Sojourn™ application and provides specialized strategies including custom option overlays and hedging for concentrated positions.
Andrew D
Series 65
Lexington, KY
BlueSpring Wealth Management, LLC
Andrew Durant is a Series 65-licensed financial advisor with one year of industry experience, currently with BlueSpring Wealth Management, LLC. His prior roles include positions at Kestra Financial Inc., Joule Financial, LLC, and Storage Asset Management, as well as academic work at the University of Kentucky. BlueSpring Wealth Management serves a range of clients including individuals, business owners, and pension plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated positions.
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