At WellSpring Financial, we believe financial planning should be organized and personalized, not overwhelming or confusing. We aim to help individuals, families, and retirees throughout Montgomery, Berks and Lehigh County simplify their financial lives through comprehensive yet individualized planning.
That is why we created our proprietary WellSpring FORMula. Using this we work closely with each client to understand WHAT MATTERS MOST. We understand that money is only the HOW, so we focus on your WHY.
With our Discover, Design, and Deploy method, we create personalized financial plans designed to help organize, grow, protect, and transition your wealth in alignment with your vision for the future.
Family
Your people matter to you, so they matter to us. Plan for retirement to protect and provide for the ones you love.
Occupation
We believe that you should have an "occupation optional" lifestyle in retirement so you can focus on your passions.
Recreation
Travel the world? Buy the boat? What is your dream retirement? Let's make it happen through planning.
Money
Money is only the HOW. The first three are your WHY. Money, and more specifically, financial planning is how we make it happen.
Experience Matters
Serving the local community for over 25 years, WellSpring Financial has been featured in articles from sites including MarketWatch, Kiplinger, Advisor Hub, USA Today, KYW News Radio, The Philadelphia Business Journal, Lehigh Valley Business, Berks Weekly, and more.
WellSpring proudly serves the areas of Norristown, Pottstown, Reading, and Allentown PA. Click here to read about the impact we've made in our community over the past 25 years.
Retirement Planning & Asset Management
Risk Tolerance Assessment
Financial Estate Planning
Life Insurance Services
Our Mission
To provide our clients with a plan of action that strives for a greater certainty of their immediate and future financial wellness.
To create customized solutions using a wide variety of financial products and services that have a long-standing history of effective and competitive results.
To maintain high levels of ethical standards while providing exceptional customer service.
To uphold the fiduciary responsibility and always act in the best interest of out clients.
Jeffrey E. Bush MBA, CLU, ChFC
CEO and Chief Financial Officer
Steve Jablonski CFP, ChFC, CRPC
President
Shannon LaRosse, CFP, ChFC, Certified Divorce Financial Analyst
Financial Advisor & Chief Operating Officer
Jacqui McCluskey
Office Manager
Lauren Bush
Paraplanner
Jaime Vazquez
Client Service Associate
Dolly Fermamento
Administrative Assistant
Jennifer John
Client Experience Associate