Start Your Conversation

No judgment. No sales pitch. Just an honest conversation about your money.

You don't need to have all the answers before you meet. You just need to be ready to ask the questions. Schedule your Financial Advisor Consultation in Alma, GA below.

What Happens During a Discovery Meeting?

We know that reaching out to a financial planner can feel intimidating. You might be worried that you’ll be judged for your spending, or pressured into buying a product you don't need.

Here is our promise to you:

  1. It is a "Fit" Meeting: This 45-minute in-person meeting is simply to see if we are a good match for each other.

  2. No Sales Pressure: As a Fee-Only firm, we have no products to sell. We are just two neighbors talking.

  3. Zero Preparation Required: You don't need to gather statements or clean up your budget before we talk. Come as you are.

Get in Touch

Wellspring Financial is located at 502 Mercer St., Alma, GA 31510

Phone: (912) 208-0021

Email: tyler@ws-financial.com

Office Hours: Monday - Friday: 9:00 AM - 5:00 PM

Evening and weekend appointments available by request.

Serving South Georgia Families

We are proud to be a local hub for objective financial advice. While our office is in Alma, we serve families across the region.

Searching for a "Financial Advisor Near Me"? We are a short drive from:

Virtual appointments are available for clients anywhere in Georgia.

Common Questions Before Booking

Is the first meeting really free?

Yes. The initial Discovery Meeting is 100% free. It’s an investment of our time to ensure we can actually help you before you pay a dime.

What if I'm not "wealthy" yet?

We don't have strict asset minimums because we believe stewardship is for everyone. If you have the income to pay our planning fee and the discipline to save, we can help you build wealth.

Can we do the Discovery Meeting on a video call?

We prefer to meet all new relationships personally rather than virtually. This is to ensure that we get a good understanding of each other before embarking on a financial planning partnership.

However, if we are unable to meet in person, we will be honored to meet you on a video call instead.