⬤ 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

Speaking of One Percent

Since the contribution limits were recently raised by 10% 401(k), 403(b) and most 457 plans (to $22,500), we thought now

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Retirement Plan Participants

Tips for Safe Online Shopping

According to the National Retail Federation, online sales accounted for over $1 trillion of total U.S. retail sales in 2021.1

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Retirement Plan Sponsors

Speaking of One Percent

Since the contribution limits were recently raised by 10% 401(k), 403(b) and most 457 plans (to $22,500), we thought now might be a good time

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Retirement Plan Participants

Balancing Stocks and Bonds in One Fund

Maintaining an appropriate balance of stocks and bonds is one of the most fundamental concepts in constructing an investment portfolio. Stocks provide greater growth potential

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Retirement Plan Participants

Retirement Age Expectations vs. Reality

IMPORTANT DISCLOSURES Wellspring Financial Partners, LLC does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances.

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Retirement Plan Participants

Tips for Safe Online Shopping

According to the National Retail Federation, online sales accounted for over $1 trillion of total U.S. retail sales in 2021.1 Online shopping is especially popular

Read More »
Retirement Plan Sponsors

Speaking of One Percent

Since the contribution limits were recently raised by 10% 401(k), 403(b) and most 457 plans (to $22,500), we thought now

Read More »