Wellspring Financial Partners

Wellspring Financial Partners is a unique investment firm acting as disruptors of the Wall Street status quo, to the benefit of our clients. Our view is the financial industry has always been good at taking care of itself. At Wellspring Financial Partners our job is to make it take care of you. What makes us unique? We focus entirely on our clients’ financial well-being. Unlike most financial advising firms, we are not affiliated with or controlled by a Wall Street firm. Because we don’t accept commissions to sell financial products our focus is where it should be, on our clients’ success, not on earning commissions. For Employers, we view your retirement plan as an important tool for your employee’s future, and a powerful asset for building employee satisfaction and loyalty. We help make the plan easy and safe to implement. Our objective is to: • Provide best-of-breed investments and investment advice • Take the liability for your retirement plan investments onto our shoulders relieving you of liability for your plan’s investment choices • Manage fees to keep competitive when benchmarked against plans of similar size and / or demographics • Manage other service providers surrounding your plan to help ease the administrative burden. • Keep you informed, current and compliant For Your Employees, we believe there are six critical values a financial advisor must bring to your employees: Organization, Accountability, Objectivity, Proactivity, Education and Partnership. We are dedicated to bringing all six critical values to you our client and your employees. How do we do it? We combine a highly interactive relationship with your employees that produces a well thought out, comprehensive, and professionally designed financial plan providing them the best possible chance for financial success. Our core belief is our worth is measured on how well we help your retirement plan reach its goals and how we help your employees reach their financial goals.