⬤ 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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Let Us Bond

Many of our articles deal with equities (generally meaning stocks) and their respective traits (their returns, volatility, what drives their

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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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Client Communications

Let Us Bond

Many of our articles deal with equities (generally meaning stocks) and their respective traits (their returns, volatility, what drives their price, etc.).  People like to

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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 »
Client Communications

Let Us Bond

Many of our articles deal with equities (generally meaning stocks) and their respective traits (their returns, volatility, what drives their

Read More »
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 »