⬤ 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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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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Client Communications

Getting It Right

We always try to do things right for you at Wellspring Financial Partners.  Now, you’d expect that I would say

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5,000 or Bust

I thought it worthwhile to view the world of ‘work’ over a period of about 3 or so millennium!  Let’s

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Client Communications

If You Were King

The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been

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Short vs. Long

“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks.  Given that markets have

Read More

Winning Ideas

  Two things are on our mind this month, but in the end they together make a common theme that

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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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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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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

Getting It Right

We always try to do things right for you at Wellspring Financial Partners.  Now, you’d expect that I would say that and, to be frank,

Read More »

5,000 or Bust

I thought it worthwhile to view the world of ‘work’ over a period of about 3 or so millennium!  Let’s round it to 5,000 years

Read More »
Client Communications

If You Were King

The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been filled with the various musings

Read More »

Short vs. Long

“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks.  Given that markets have been down roughly 1,000[i] points

Read More »

Winning Ideas

  Two things are on our mind this month, but in the end they together make a common theme that we think you’ll both appreciate

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 »

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 »
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 »
Client Communications

Getting It Right

We always try to do things right for you at Wellspring Financial Partners.  Now, you’d expect that I would say

Read More »

5,000 or Bust

I thought it worthwhile to view the world of ‘work’ over a period of about 3 or so millennium!  Let’s

Read More »
Client Communications

If You Were King

The Democratic and Republican National Conventions are over but the shouting certainly is not. Because the recent news has been

Read More »

Short vs. Long

“Very interesting”, is how the Chinese would surmise the market activity over the last 2 weeks.  Given that markets have

Read More »

I Do

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

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 »