We Make the
Complex Understandable

If You Knew Everything About Investing,
You Would Invest the Way We Do.

Our staff serving all of Utah are here to demystify investing, ensuring that you will invest the way we do with our own money.

Discover the Fee-Only Wellspring Difference

Pat Zumbusch
CFP® Founder/CEO

We Make the Complex Understandable

If You Knew Everything About Investing, You Would Invest the Way We Do.

Discover the Wellspring Difference

Pat Zumbusch,
CFP® Founder/CEO

*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.

In a world where the financial industry often prioritizes for its own needs, Wellspring Financial Partners^® stands out by prioritizing for yours throughout Utah. Our financial advisors servicing all of Utah work diligently with individuals and employers to help our clients achieve their financial dreams.

Discover Your Plan

Embarking on financial planning with clear goals is crucial. Our process simplifies understanding your finances, with a special focus on serving the Salt Lake City market. Dive into our video series for insights.

Individual
Wealth Management

Committed to the Utah market, we offer personalized financial planning and investment strategies. Our aim is to clarify the financial landscape, assisting Salt Lake City and Utah residents in mastering their financial future

Craft Your Personalized Plan.

Employee Retirement
Plan Sponsors

Wellspring takes pride in guiding America’s and Utah’s employers through the intricacies of retirement planning, offering bespoke financial strategies to ensure both the company’s and employees’ futures are secure.

Secure Your Team’s Future.

Retirement Plan
Participants

Your employer’s retirement plan is pivotal. In Utah, Wellspring facilitates understanding this asset, making retirement planning straightforward for America’s, Utah’s, and Salt Lake City’s workforce.

Maximize Your Retirement Plan.

Learn More About Our Services For Individuals

Learn More About Our Services For Employers

Learn More About Our Services For Employees

Testimonials

I feel that Wellspring has brought for myself a lot more confidence. Their training took the mystery out of what is happening in regards to your 401k, your retirement savings. They never tire of taking the mystery out of what is happening currently and what to expect down the road.

The biggest thing for me is peace of mind, knowing that we can do the things we want to do. We’ve got a plan that says the money is going to be there to do the things that we want to do. We don’t have to worry about it. In terms of the job they’ve done, exceeding expectations is the phrase I would use.

I’d say meet with Wellspring and learn how different they are from other investment vehicles. You’ll feel their passion, like you’re part of the family. We’ve been with Wellspring through some really tough markets, and they’ve given us peace of mind knowing that we’re in the optimum place with Wellspring.

I’ve been a partner with Wellspring for over ten years. Over those years I’ve found the team at Wellspring to be very positive in all my interactions with them. They are trustworthy. From the moment that I met Pat Zumbusch I knew he was someone that I could trust and put my faith in.

Before I worked with Wellspring I was uncertain of my financial future, but now having a comprehensive financial plan I feel much more comfortable about my future and I’m much more relaxed. I’m most happy about Wellspring financial in that they provide such personal, friendly care.

How Can We Help?

Investment Advising

We believe that by using an investment strategy designed to fit the plan we create together, you will have the highest level of success possible. Our investment strategy takes a broad and globally diverse approach to stocks, bonds, and other investments and employs the industry’s leading passive investment vehicles (this minimizes fees associated from buying and selling while maximizing diversification) from Dimensional Fund Advisors. We consider your wealth goals, ideals, and risk tolerance to build a long-term plan for strategic investing. Throughout the process, we will answer any questions you have and work to educate you about your options. Our services extend across the entire U.S., ensuring accessibility to our expertise, and if desired, we can connect you with a local advisor in your area, like in Salt Lake City.

Retirement Plans

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, 457, and Employee Stock Ownership Plans. As a Registered Investment Advisory Firm, we serve as a co-fiduciary with the Plan Sponsor. This holds our team to a greater level of responsibility in BOTH legal and ethical standards. In addition to helping employers set up retirement plans, we also work with employees to help guide them to a dignified retirement. Our services extend across the entire U.S., ensuring accessibility to our expertise in retirement planning and financial guidance.If desired, we can connect you with a local advisor in your area, like in Salt Lake City.

Fee-Only Financial Advising

Wellspring Financial Partners^® provides financial planning and investment advice to individuals as well as companies that sponsor retirement plans and their employees. Whether we’re working with an individual or an organization, we are focused entirely on the financial well-being of our clients. Unlike most financial advising firms, we’re independent and not controlled by a Wall Street company. We are “fee-only,” meaning we are paid only by our clients to serve our clients. We’re not paid to buy or sell any financial product, so we work exclusively for our clients. Our services extend across the entire U.S., ensuring accessibility to our client-centered approach to financial planning and investment guidance. Additionally, should our clients desire local expertise, we have an advisor available, in the Salt Lake City area in Utah.

Financial Planning

At Wellspring Financial Partners^®, we want you to invest and take financial control over your life. We take the time to truly get to know you and your financial circumstances. Only then do we develop a plan specifically for you. The financial services industry has served itself very well, but by teaching you about the financial marketplace, we can make you an educated client who makes the financial world serve you. Our services extend across the entire U.S., ensuring accessibility to our client-centered approach to financial planning and investment guidance. Additionally, should our clients desire local expertise in the Salt Lake City area, we have an advisor available in Utah.

Why Wellspring Financial Partners^®?

There are other options when choosing a CERTIFIED FINANCIAL PLANNER^®. However, when you choose Wellspring Financial Partners^®, you can trust that we are serving you as a fee-only financial planner. We aren’t trying to sell you financial products or earn a commission; we are solely working for your success.

Additionally, you can trust our personalized approach and our mission and goal to see you succeed. We are here for you and will be your financial partner for life. We are excited to help you achieve your financial goals

Financial planning without
CFP^® Certification:

It’s easy for someone to call themselves
a financial planner.

Financial planning with
CFP^® Certification:

Meets requirements established by CFP Board.

May not be required to put your best interests first.

Makes a commitment to CFP Board, as part of their certification, to place your best interests first. Can receive sanctions from CFP Board, and even risk losing their certification, for violations of ethical standards set by CFP Board.

Level of financial planning knowledge varies.

Has demonstrated the knowledge required to deliver holistic financial planning.

Years of experience varies.

Must have a minimum of 2 years of financial planning experience.

Financial Advisors

For Individuals, Employers, and Employees

Serving individuals and employers throughout Utah, including Salt Lake City, Wellspring Financial Partners^® is dedicated to your financial success. Our comprehensive services are designed to help you achieve your personal goals.