About Us
Exceptional service from financial advisors you can trust.
We know that choosing a financial planning partner 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 relationship built on trust. Many of our clients are affluent pre-retirees and retirees who want comprehensive financial planning and independent investment management. We strive to help them pursue financial independence so they can live the life they want.
More About Us
Registered investment advisors (RIAs) can work with high-net-worth individuals and institutional investors to create and manage their portfolios.
As fee-only advisors, we provide honest, objective advice in your best interest. With us, transparency is key. We do not receive any types of kickbacks or commissions for recommending certain securities or investments. By providing consistent guidance our clients can trust, we build strong, long-lasting relationships.
A fiduciary is an advisor with the duty to act in your best interest. At SpringSource, we recommend strategies that are designed to meet your needs. We collaborate with you to develop personalized solutions tailored to your unique needs.
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. According to the CFP Board, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners for more than 30 years. CFP® professionals have met extensive training and experience requirements, and commit to the CFP Board’s ethical standards that require them to put their clients’ interests first. That’s why partnering with a CFP® professional can give consumers confidence today in search of a more secure tomorrow.
Our Values
Trust
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.
Clarity
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.
Care
We provide the type of personalized and informative client service that helps our clients feel secure in their financial lives.
Passion
We remain passionate about the expertise we provide, the relationships we create, and the legacies we help build.
We can meet with you in person, at our offices in Hillsboro, OR, and Gilbert, AZ, or we can meet you anywhere you live with a virtual call!
Our Strategic Alliance
SpringSource Wealth Advisors is proud to be a part of a powerful strategic alliance with the teams at Oswego Wealth Advisors and Wellstone Wealth Management to help ensure our clients receive excellent service.
While the firms remain fully independent as financial advisors and planners, SpringSource Wealth clients benefit from the combined experience and perspectives we bring together to our life-planning services. Through this strategic relationship, our firms have also bolstered compliance standards. Reach out to learn more about how this alliance makes SpringSource Wealth stronger.