NORRISTOWN, PA — After two decades of delivering personalized financial guidance, Informed Family Financial Services has officially rebranded as WellSpring Financial. The firm announced this strategic change to underscore its commitment to innovation and providing clients with tailored financial solutions.
Co-founded in 2001 by Jeffrey Bush, MBA, CLU®, ChFC®, the company has built a reputation for its dedication to delivering expertise and personalized service. Partner and President Steve Jablonski, CFP®, ChFC®, CRPC®, joined the leadership team four years ago, facilitating significant regional expansion.
“Our rebranding to WellSpring Financial is not merely a change in nomenclature,” said CEO Jeffrey Bush. “It’s a reflection of our ongoing commitment to providing a wellspring of financial wisdom and innovative solutions to our valued clients.”
At the heart of this transformation is the firm’s proprietary WellSpring FORMula, a process designed through engagement with clients and team members. This comprehensive methodology is a testament to the firm’s dedication to crafting holistic, individualized strategies.
“The WellSpring FORMula is more than a process; it’s a philosophy that permeates every aspect of our client interactions,” explained Jablonski. “It represents our commitment to formulating bespoke financial solutions that address each client’s unique needs and aspirations.”
With offices located in Norristown, Pottstown, Wyomissing, and Allentown, WellSpring Financial serves a diverse clientele across Eastern Pennsylvania, remaining closely attuned to the values and economic realities of the communities it supports.
“Our legacy is intertwined with the legacies we help our clients build,” said Shannon LaRosse, ChFC®, Chief Operating Officer. “As we celebrate this exciting new chapter, we are more equipped than ever to guide our clients through the complexities of modern finance, with the goal of ensuring their financial well-being for generations to come.”
WellSpring Financial’s rebranding signifies a new era for the firm while staying true to its mission to provide thoughtful, client-centric financial guidance.
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