Wellspring Financial Partners Employee Directory

Financial ServicesArizona, United States11-50 Employees

Wellspring Financial Partners is a small- to mid-sized financial services firm based in Tucson, Arizona. It presents itself as independent of Wall Street, prioritizing client financial well-being over product sales tied to commissions, and focuses on employer-sponsored retirement plans by simplifying administration, managing fees, assuming liability for investment choices, and coordinating related service providers to keep plans compliant. For employees, the firm emphasizes six core values: organization, accountability, objectivity, proactivity, education, and partnership, and aims to deliver a collaborative, comprehensive financial plan through an interactive relationship. 

Within the financial services sector, Wellspring positions itself as independent from Wall Street affiliated firms and avoids revenue models based on selling products for commissions. Its approach centers on engaging employees through an interactive process to produce a thoughtful, comprehensive financial plan and to support retirement plan goals for both employers and staff, with success measured by progress toward stated goals.

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