⬤ 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.

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

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.

Pat Zumbusch with his hands raised

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.

Individual
Wealth Management

We ensure every client, regardless of personal wealth, has access to education. This helps provide the information, support, and mentoring they need to be fully in charge of the entire spectrum of their financial life.
Wellspring-Financial-MOBILE-line

Employee Retirement
Plan Sponsors

An employee retirement program can be a powerful tool to help attract top talent and drive employee retention and loyalty. When it comes to your plan, we always have your best interest in mind, as well as that of your employees.
Wellspring-Financial-MOBILE-line

Retirement Plan
Participants

The retirement savings plan offered by your employer may be one of your most important assets. Wellspring Financial Partners can help you reach your retirement goals by making the complex simple. We believe that as a participant in your employer’s retirement program, you deserve access to planning and advising services that can help you succeed.
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How Can We Help?

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.

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.