Committed to Helping Our Clients Succeed

Smart Planning For Financial Independence

offices in Oregon & Arizona


About SpringSource

We are a fee-Based Fiduciary Wealth Advisory Team Built to Improve Client Lives Through Smart Financial Planning

Established in 2020, and built around 50 years of combined team experience, SpringSource Wealth Advisors is dedicated to helping clients realize the core value of their finances: living an abundant life.

Whether you are preparing to wind down at work (and ramp up on living), building your legacy, or finding new ways to gain financial independence, we are here for you.

Helping You Get To Your Goals

For individuals at every stage of life, we are here to help you plan for the future by clarifying what you have and what you need. Working together to create a tailored, goals-based plan for your unique circumstances and lifestyle, we help you make smart decisions that will help you ensure what you have and what you need remain aligned throughout your life.

Our team focuses on providing a personalized client experience that builds confidence into every step of our relationship with you.

Built for long-term relationships

Our values


We value the trust clients put in us and work hard to earn it by offering thoughtful, results-driven approaches built for every stage of life.


We simplify client experiences and help our clients piece together a fuller picture of their financial future to let them focus on living an abundant life.


We provide the type of personalized and informative client service that helps our clients feel secure in their financial lives.


We remain passionate about the expertise we provide, the relationships we create, and the legacies we help build.

How We Help

Our Services

Financial Planning

Helping you see your full financial picture and make smart decisions that will help you align what you have and what you need.

Retirement Planning

Providing clarity and strategies that will put you on the right path for your vision of retirement.

Investment Planning

Helping you define your risk tolerance and find the right investment strategies to fit your needs.

Estate Planning

Working to help you create a legacy with strategies for building and securing your estate.

Tax Planning

Helping you ensure compliance while making strategic financial decisions.

Risk Management

Giving you the information you need to help prepare for future needs and risks.​

Our Approach

Frequently Asked Questions

A financial planner works with you to understand what matters most to you and helps you set realistic financial goals at every stage of your life. 

A fiduciary is an advisor with the duty to act in your best interest when managing your assets. At SpringSource, we recommend only the strategies that best meet your needs. We collaborate with you to develop personalized solutions tailored to your unique needs.

As fee-based advisors, we provide honest, objective advice in your best interest. With us, transparency is key. By providing consistent guidance our clients can trust, we build strong, long-lasting relationships.

We know that choosing a financial planner is one of the most important decisions you can make in your financial life, so we make it our mission to build a strong, long-lasting and trusted relationship with each of our clients. 

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