⬤ 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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Individual Investors

Financial planning

At Wellspring Financial Partners, we want you to invest and take financial control over your life. Our Advisors take the

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I Do

    In my meetings with you or in my communications to you, I commonly stress financial education; I WANT

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Retirement Plan Sponsors

Plan Fiduciary and Advisor

Wellspring Financial Partners is a premier retirement plan Advisor offering a comprehensive suite of services to corporate qualified retirement plans,

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Elect Wisdom

  We know…just know…that there are at least two things on your mind; What’s going to happen in this very

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Trade Matters

At a time when politician’s talk freely (not well, of course, but freely) and many ideas and ideologies are bantered

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Interconnectedness

  In January 2016, we experienced the worst 10 day start of the stock market since 1897.  I’m an economics

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Worldly Matters

  ‘World politics matter’ a statement to which you naturally respond “No (kidding), Sherlock”.  This monthly communication is to state

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Living and Learning

  This will cover three events, all very different in their base topic but collectively germane as to how financial

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Individual Investors

Financial planning

At Wellspring Financial Partners, we want you to invest and take financial control over your life. Our Advisors take the time to truly get to

Read More »

I Do

    In my meetings with you or in my communications to you, I commonly stress financial education; I WANT you to know what is

Read More »
Retirement Plan Sponsors

Plan Fiduciary and Advisor

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,

Read More »

Elect Wisdom

  We know…just know…that there are at least two things on your mind; What’s going to happen in this very interesting Presidential Election? Which way

Read More »

Trade Matters

At a time when politician’s talk freely (not well, of course, but freely) and many ideas and ideologies are bantered about, let us try to

Read More »

Interconnectedness

  In January 2016, we experienced the worst 10 day start of the stock market since 1897.  I’m an economics history guy and that’s saying

Read More »

Patience Not Patients

The reality is this; When our Creator was giving out gifts and talents, h/she provided us many, but patience was most assuredly not one of

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Worldly Matters

  ‘World politics matter’ a statement to which you naturally respond “No (kidding), Sherlock”.  This monthly communication is to state that world financial systems also

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Living and Learning

  This will cover three events, all very different in their base topic but collectively germane as to how financial markets work. First, unless you

Read More »

Looking Fear in the Face

  “When in the Course of human events, it becomes necessary for one people to dissolve….” We normally write this letter toward the beginning of

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Individual Investors

Financial planning

At Wellspring Financial Partners, we want you to invest and take financial control over your life. Our Advisors take the

Read More »

I Do

    In my meetings with you or in my communications to you, I commonly stress financial education; I WANT

Read More »
Retirement Plan Sponsors

Plan Fiduciary and Advisor

Wellspring Financial Partners is a premier retirement plan Advisor offering a comprehensive suite of services to corporate qualified retirement plans,

Read More »

Elect Wisdom

  We know…just know…that there are at least two things on your mind; What’s going to happen in this very

Read More »

Trade Matters

At a time when politician’s talk freely (not well, of course, but freely) and many ideas and ideologies are bantered

Read More »

Worldly Matters

  ‘World politics matter’ a statement to which you naturally respond “No (kidding), Sherlock”.  This monthly communication is to state

Read More »