⬤ 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.

● 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

What is an ERISA fiduciary?

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and

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Retirement Plan Participants

Are you Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest

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rules regulations waivers
Retirement Plan Sponsors

Partial Plan Terminations

A partial plan termination occurs when 20 percent or more of a company’s employees are laid off in one year. Routine turnover during the year

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Retirement Plan Participants

What is an ERISA fiduciary?

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit plans.

Read More »
Retirement Plan Participants

Are you Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It may be

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Individual Investors

Tax Benefits of Homeownership

Buying a home can be a major expenditure. Fortunately, federal tax benefits of homeownership are available to make homeownership more affordable and less expensive. There

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Client Communications

Investor vs. Investments

In a Walk Kelly comic strip there was a possum named Pogo, and in the 1971 Earth Day posting Pogo uttered the philosophical revelation; “We

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Retirement Plan Participants

What is an ERISA fiduciary?

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and

Read More »