Informed Family Financial Services

Informed Family Financial Services is a financial planner in Norristown, PA, located at 2570 Boulevard of the Generals. The firm operates as WellSpring Financial and serves individuals, families, and retirees throughout Montgomery, Berks, and Lehigh Counties, including Norristown, Pottstown, Reading, and Allentown. It holds a rating of 5.00 based on 0 reviews.

The firm utilizes a proprietary process known as the WellSpring FORMula, which follows a Discover, Design, and Deploy method to create personalized financial plans. These strategies focus on the client's "why" rather than just the "how" of money, aiming to organize, grow, protect, and transition wealth. Services include retirement planning and asset management, risk tolerance assessments using the Riskalyze program, financial estate planning, and life insurance services. The firm's financial advisors have over 60 years of combined experience in these areas.

Originally founded in 2001 as Informed Senior Financial Services by Jeff Bush and Barry Waronker, the firm moved its main office to Norristown in 2006 and became Informed Family Financial Services. It adopted the WellSpring FORMula in 2019, acquired Strategic Wealth Advisory in 2022, and rebranded to WellSpring Financial in 2024. The leadership team includes CEO and CFO Jeffrey E. Bush, President Steve Jablonski, and Chief Operating Officer Shannon LaRosse. Support staff includes Office Manager Jacqui McCluskey and Paraplanner Lauren Bush. The firm has been featured in MarketWatch, Kiplinger, USA Today, and The Philadelphia Business Journal.

The firm has served the local community for over 25 years.

Informed Family Financial Services combines over 25 years of experience with personalized planning to help clients in Norristown and southeastern Pennsylvania achieve financial confidence.

The firm is situated on Boulevard of the Generals in Norristown, PA, about a tenth of a mile from South Trooper Road and roughly three tenths of a mile from Egypt Road and The Skramble House of Golf.

BizScoreAI awards the business a Technical score of 79 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The Discoverability score is 75 out of 100, confirming that AI crawlers can access every page, which is the necessary first step for AI assistants to recommend the firm. Additionally, the business ranks number 3 of 6 Financial Planner businesses that BizScoreAI has scored in Norristown.