Financial Advisor Serving Douglas, GA
Professional, Fee-Only financial planning. Just down the road from Douglas.
We provide Fiduciary, Fee-Only advice for Coffee County families who want a partner, not a salesperson.
You Don't Have to Drive to Atlanta for Unbiased Advice.
We bring the "Fee-Only" standard to South Georgia.
If you live in Douglas, you have options for financial advisors. But finding a Fee-Only Financial Planner in Coffee County—someone who does not sell insurance or take commissions—can be difficult.
At Wellspring Financial, we believe you shouldn't have to choose between a local neighbor and a professional standard of care.
Located just a short drive away in Alma, we serve families and business owners in Douglas who are looking for a fiduciary advisor near them. Because we sit on your side of the table, you can trust that our recommendations are based solely on what helps you reach your goals, not what generates a commission check.
We Speak "Ag" & Business.
Douglas is the economic engine of our region. We understand that in South Georgia, wealth isn't always sitting in a bank account—it’s often tied up in land, livestock, and equipment.
We specialize in helping Douglas business owners with:
Poultry Farm Succession Planning
We understand the unique cash-flow cycles of the broiler industry. We help you plan how to transition those assets to the next generation while working to mitigate potential tax liabilities.
Small Business Exit Strategies
Whether your business is on Peterson Avenue or near the airport, we help you turn your business equity into a secure retirement.
Land & Timber Management
We view your real estate not just as dirt, but as an asset class. We integrate your land assets into your overall financial picture.
Comprehensive Stewardship.
We provide more than just investment tips. We look at your entire financial life.
Christian Financial Planning in South Georgia
For many in our community, money is a tool for stewardship. We help you align your investments and your giving with your values, ensuring your wealth supports your faith.
Retirement Planning in Douglas, GA
We turn "I hope I have enough" into a concrete timeline and spending plan. We model different scenarios so you can retire with confidence.
Tax Efficient Planning and Investing
It's not about what you make, it's about what you keep. We work with your local CPA to ensure your investment strategy is tax-efficient.
A Short Drive for Peace of Mind.
Wellspring Financial is located in Alma, just 30 minutes east of Douglas via GA-32.
Many of our Coffee County clients find that the short drive is a small investment for the clarity they receive. We offer flexible meeting options:
In-Person: Come see us in our Alma office (away from the prying eyes of your local town).
Virtual: We can handle your planning via Google Meet if you are busy running your business.
On-Site: For farm and business succession cases, we are often happy to come to you to better understand your operation.
Ready to Secure Your Financial Future?
Don't settle for a generic sales pitch. Work with a neighbor who puts your interests first.