In the heart of southeastern Pennsylvania, a financial advisory firm has quietly been shaping the lives of families for a quarter-century. WellSpring Financial, with roots tracing back to January 2001, is marking its 25th anniversary this month, reflecting on a journey of growth, community ties, and unwavering commitment to holistic financial guidance.
Founded by Jeffrey Bush and Barry Waronker as Informed Family Financial Services, the firm started in a single office in Jeffersonville—now Norristown—with a simple mission: to provide personalized financial advice that goes beyond numbers. Over the years, it has blossomed into a regional presence with four offices, including a key location in Wyomissing that serves the Berks County community. A pivotal moment came in 2022 with the acquisition of Strategic Wealth Advisory, which expanded their reach to Allentown and doubled their footprint in eastern Pennsylvania.
Today, WellSpring manages relationships with over 400 clients, many of whom have been with the firm for decades. The 2024 rebranding to WellSpring Financial underscored their proprietary WellSpring FORMula—a straightforward framework that helps clients navigate retirement planning, risk assessment, legacy strategies, and life insurance with clarity and confidence.
“What this milestone really means is looking back at our history while eyeing the future,” said Jeffrey Bush, CEO and Chief Financial Officer. “We’re running two companies at once: the one delivering top-notch service today, and the one innovating for tomorrow. Our WellSpring FORMula bridges that gap, ensuring our clients pursue lasting success.”
The team’s story is one of evolution and dedication. From just two advisors at the start, WellSpring now has a staff of eight, including certified financial planners who prioritize fiduciary standards, when managing accounts or making recommendations on qualified assets. Steve Jablonski, who joined in 2016 and became president and partner in 2020, emphasizes the ethical core of their work. “We’ve grown as advisors, always putting clients first,” Jablonski shared. “It’s about creating plans that bring financial freedom—not just for now, but for generations.”
Shannon LaRosse, Chief Operating Officer, joined through the 2022 acquisition and has been instrumental in streamlining operations. “Our goal is to bring certainty to our clients’ financial wellness,” LaRosse said. “We’re constantly innovating to meet their needs, both short-term and long-term.”
This client-focused approach extends deeply into the community. WellSpring hosts over a dozen events each year, from educational seminars on topics like Social Security optimization to fun family outings. Last year’s event at the Lehigh Valley Zoo brought together 125 guests, including 30 grandchildren, fostering multi-generational connections. Their long-standing partnership with USA Financial Securities, their broker-dealer and registered investment advisor since day one, has provided the stability to weather market changes while maintaining high ethical standards.
To celebrate the anniversary, WellSpring is launching “25 Acts of Kindness”—a year-long initiative building on traditions like annual food drives and donations to local food banks. These acts will include various outreach efforts across the region, giving back to the communities that have supported them.
As WellSpring looks ahead, their story continues to be one of empowerment and legacy. For Berks County residents seeking guidance on financial planning or retirement, the Wyomissing office stands ready to help.
To learn more about WellSpring Financial and how they can support your financial journey, visit wellspring-financial.com or contact their Wyomissing office. Join them in upcoming events or explore ways to get involved in their community initiatives.
Jeff Bush, Steve Jablonski, and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. WellSpring Financial Services is not affiliated with USA Financial Securities.