A complete list of active advisors currently associated with Wellspring Financial Advisors, LLC
Warmer can help you find a great advisor at Wellspring Financial Advisors, LLC or one who fits your needs even better.
Wellspring Financial Advisors, LLC is an independent personal wealth management and multi-family office that advises high‑net‑worth individuals, families, trusts and estates. Its stated services include investment advisory and portfolio management as well as comprehensive financial planning, estate and wealth transfer planning, risk management, business succession planning, and multi‑family office support. The firm describes an open‑architecture investment philosophy that combines passive and active strategies, emphasizes strategic asset allocation, periodic rebalancing, long‑term horizons and tax efficiency, and documents client preferences in an Investment Policy Guideline. Wellspring also manages a substantial portion of client assets on a non‑discretionary basis (about $3.41 billion non‑discretionary versus $1.64 billion discretionary as of December 31, 2025), so ongoing client communication and pre‑arranged instructions are central to implementation. What is notable about Wellspring relative to many peers is the depth of non‑investment services provided in‑house — including income tax preparation and year‑round tax planning, bill‑paying services, nonprofit and philanthropic administration, and acting in trustee/executor capacities — alongside its multi‑family office work. The firm operates as a fee‑only adviser that does not accept commissions or sell products, and it serves a relatively small client base with significant assets (approximately $5.055 billion in AUM across 139 clients), which aligns with its emphasis on customized, multi‑generational planning.
To learn more about the advisors currently working at Wellspring Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cleveland, OH
| 8
| |
Cleveland, OH
| 8
| |
Cleveland, OH
| 21
| |
Cleveland, OH
| 8
|
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