⬤ 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.

● 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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Health Is Wealth

The statement “health is wealth” has been argued by some to go back to Hippocrates (460 BCE to 370 BCE),

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Client Communications

New Definition of Fiduciary

As you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary”

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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

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Over the Top

The term ‘over the top’ has its origins, at least in part, from World War I history. Unfortunately, it referred

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Term vs. Terms

We don’t want to ever politicize our communication with you.  However, if we don’t address the topic of where the

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Health Is Wealth

The statement “health is wealth” has been argued by some to go back to Hippocrates (460 BCE to 370 BCE), who arguably was the first

Read More »
Client Communications

New Definition of Fiduciary

As you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary” in regards to the provision

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 price, etc.).  People like to

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Client Communications

Investor vs. Investments

In a Walk Kelly comic strip there was a possum named Pogo, and in the 1971 Earth Day posting Pogo uttered the philosophical revelation; “We

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Over the Top

The term ‘over the top’ has its origins, at least in part, from World War I history. Unfortunately, it referred to the infantry who, when

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Term vs. Terms

We don’t want to ever politicize our communication with you.  However, if we don’t address the topic of where the economy is going under President

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In It To Win It

  At the end of this year, we realize you have many things to be doing with family over the Holidays or wrapping up at

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Client Communications

New Definition of Fiduciary

As you are aware, in 2016 the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary”

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 »

Over the Top

The term ‘over the top’ has its origins, at least in part, from World War I history. Unfortunately, it referred

Read More »

Term vs. Terms

We don’t want to ever politicize our communication with you.  However, if we don’t address the topic of where the

Read More »