⬤ USA Today
2023 Top 2% of Financial Advisory Firms in America!
usa today best financial advisory firms 2023 logo for wellspring financial

*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.

● USA Today
2023 Best Financial Advisory Firms
usa today best financial advisory firms 2023 logo for wellspring financial

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.

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Retirement Plan Participants

Q&As on Roth 401(k)

The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it’s more likely than not

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Retirement Plan Participants

Q&As on Roth 401(k)

The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it’s more likely than not that you can make Roth

Read More »
Individual Investors

Mid-Year 2016: An Investment Reality Check

Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts–all of these factors have contributed

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Retirement Plan Participants

Q&As on Roth 401(k)

The Roth 401(k) is 10 years old! With 62% of employers now offering this option, it’s more likely than not

Read More »