Plan Well
Live Free
Top 2 % of Financial Advisors Nationwide
as Rated by USA Today
We Make the Complex Understandable.
If You Knew Everything There is to Know About Investing, You Would Invest the Way We Do.
Fee-Only Financial Advisors
Pat Zumbusch,
CFP® Founder/CEO
CFP® Founder/CEO
*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
The financial industry has always been good at taking care of itself. At Wellspring Financial Partners, our job is to make it take care of you. Our financial advisors work with individuals and employers and help our clients reach their financial goals and plan for the future.
Learn about....
Your Personal Plan
Learning the financial planning process involves setting clear financial goals, understanding your current financial situation. Watch our video series where we simplify the process.
Individual
Wealth Management
At Wellspring Financial Partners, we are committed to helping our clients with a thoughtful and customized investment strategy and personalized financial plan. Our goal is to simplify the financial world and help you take control of your financial future, taking a long-term approach to investment management.
Employee Retirement
Plan Sponsors
An employee retirement program can be a powerful tool to help attract top talent and drive employee retention and loyalty. When it comes to your plan, we always have your best interest in mind, as well as that of your employees.
Retirement Plan
Participants
The retirement savings plan offered by your employer may be one of your most important assets. Wellspring Financial Partners can help you reach your retirement goals by making the complex simple. We believe that as a participant in your employer’s retirement program, you deserve access to planning and advising services that can help you succeed.
Individual
Wealth Management
We ensure every client, regardless of personal wealth, has access to education. This helps provide the information, support, and mentoring they need to be fully in charge of the entire spectrum of their financial life.
Employee Retirement
Plan Sponsors
An employee retirement program can be a powerful tool to help attract top talent and drive employee retention and loyalty. When it comes to your plan, we always have your best interest in mind, as well as that of your employees.
Retirement Plan
Participants
The retirement savings plan offered by your employer may be one of your most important assets. Wellspring Financial Partners can help you reach your retirement goals by making the complex simple. We believe that as a participant in your employer’s retirement program, you deserve access to planning and advising services that can help you succeed.
Play Video
Play Video
Play Video
How Can We Help?
How Can We Help?
Investment Advising
We believe that by using an investment strategy designed to fit the plan we create together, you will have the highest level of success possible. Our investment strategy takes a broad and globally diverse approach to stocks, bonds, and other investments and employs the industry’s leading passive investment vehicles (this minimizes fees associated from buying and selling while maximizing diversification) from Dimensional Fund Advisors. We consider your wealth goals, ideals, and risk tolerance to build a long-term plan for strategic investing. Throughout the process, we will answer any questions you have and work to educate you about your options.
Retirement Plans
Wellspring Financial Partners is a premier retirement plan advisor offering a comprehensive suite of services to corporate-qualified retirement plans including 401(k), 403(b), Profit Sharing, 457, and Employee Stock Ownership Plans.
As a Registered Investment Advisory Firm, we serve as a co-fiduciary with the Plan Sponsor. This holds our team to a greater level of responsibility in BOTH legal and ethical standards. In addition to helping employers set up retirement plans, we also work with employees to help guide them to a dignified retirement.
Fee-Only Financial Advising
Wellspring Financial Partners provides financial planning and investment advice to individuals as well as companies that sponsor retirement plans and their employees. Whether we’re working with an individual or an organization, we are focused entirely on the financial well-being of our clients. Unlike most financial advising firms, we’re independent and not controlled by a Wall Street company. We are “fee-only,” meaning we are paid only by our clients to serve our clients. We’re not paid to buy or sell any financial product, so we work exclusively for our clients.
Financial Planning
At Wellspring Financial Partners, we want you to invest and take financial control over your life. We take the time to truly get to know you and your financial circumstances. Only then do we develop a plan specifically for you. The financial services industry has served itself very well, but by teaching you about the financial marketplace, we can make you an educated client who makes the financial world serve you.
Financial Advisors
For Individuals, Employers, and Employees
Whether you are an individual looking for financial planning services or a company wishing to implement a retirement plan, Wellspring Financial Partners can help you. We are dedicated to the best interests of our clients and offer a wide range of financial services to assist them in reaching their personal goals.
