⬤ 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 Sponsors

Changes in Employee Demographics

Changes in Employee Demographics May Impact Owner’s Percentage of Retirement Plan Contributions. A common goal for successful business owners when

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Client Communications

Remarkable X 2

In another article we talked about John Bogle and the dominant rise in passive investing.  This time, I’m going to take

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Retirement Plan Sponsors

Changes in Employee Demographics

Changes in Employee Demographics May Impact Owner’s Percentage of Retirement Plan Contributions. A common goal for successful business owners when designing a retirement plan is

Read More »

Choosing the Candidate

Some of our clients are firm Democrats, some staunch Republicans, and others somewhere in the middle.  I have asked many the question who was ‘surprised’

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Client Communications

Remarkable X 2

In another article we talked about John Bogle and the dominant rise in passive investing.  This time, I’m going to take off from that point and

Read More »
Client Communications

Remarkable X 2

In another article we talked about John Bogle and the dominant rise in passive investing.  This time, I’m going to take

Read More »