WealthSource started with a simple premise:

To give clients access to unbiased financial advice.

It all began in 2009. In the midst of a major financial crisis, Bryan Sullivan walked away from his career at UBS to start Vellum Financial in San Luis Obispo, CA. That same year, Eric Patton and Jon Dubravac founded Avant-Garde Advisors in Centennial, CO.

Although the founders were separated by a thousand miles, they shared the same desire to put clients first. Their firms approached that goal from different angles. Vellum focused on building a team of “best-in-class” subject matter experts. Avant-Garde assembled a state-of-the-art technology stack to deliver exceptional client service — and to provide back office support to other advisors with a similar client-first philosophy.

As both firms grew, the founders stayed in touch to share their wins and challenges. Over time, they realized that they were better together. The new combined firm, WealthSource, was built on a solid foundation of Vellum’s investment and financial planning expertise, Avant-Garde’s state-of-the-art technology, and a joint commitment to do the best for every single client.

85

Over 85% Employee/Advisor Owned

35

35 Advisors

1.92B

1.92B Assets Under Management

6

6 Years Serving Clients as WealthSource

2554

2554 Client Families

*figures provided as of 12/31/22
TRANSFORMING FINANCIAL LIVES.
ONE FAMILY AT A TIME.

Our Core Values

Clients First

We were founded on the principle that people deserve financial advice that benefits them, not their financial advisor. Every aspect of our business is built around guiding you toward the financial security you long for.

Growth

We recognize that the world changes every day. We are committed to growing our team, our methods, our technology, and our understanding, to help you live a life of wealth — no matter what life throws at you.

Hard Work

The best things in life are worth fighting for, and that includes our clients’ prosperity. We work tirelessly to uncover and equip you with the best solutions you need to reach your goals.

Transparency

Your finances are your business (they just happen to be our business, too). We strive to include you in every step of our process to ensure you know and understand the choices you make.

WealthSource is guided by an experienced and passionate team that believes there’s a better way to deliver financial advice. These professionals share an unyielding commitment to offer more, learn more, and help our firm and our clients face the future with confidence.

Meet Our Team

Become a WealthSource Advisor

We are always looking for advisors who will make us even better at what we do.

Explore Partnership

Local Presence, National Reach

3255 Old Conejo Road, Suite 107 Newbury Park, CA 91320

818-227-2940 Meet Your Advisor

Alan’s mission is to help business owners, entrepreneurs and their families make informed, smart decisions about their assets for security, independence, growth, and inter-generational continuity. He employs a collaborative wealth management process, utilizing a professional network geared to a client’s specific and unique needs, and works closely with his clients’ key legal and tax advisors. Driving his vision is the realization that business owners are confronted with the difficulty of finding and selecting a financial advisor who can provide comprehensive wealth management services. He believes the key elements of true wealth management include:

  • Wealth Enhancement (business and personal tax coordination and planning)
  • Wealth Protection
  • Wealth Transfer
  • Investment Consultation
  • Relationship Management
  • Collaboration (with clients and their advisors)

During his high school years, Alan was a champion swimmer and a second tenor in the choir while working part-time. He volunteered for service in the U.S. Navy immediately after high school; and during his enlistment, achieved the rank of Petty Officer 3rd Class while concurrently working in small local businesses to put himself through college. He graduated from UCLA with a degree in mathematics and was invited to attend the U.S. Navy’s Officer Candidate School in Newport, Rhode Island, thereafter receiving his commission as an officer of the line. He served on amphibious assault ships in the Pacific Fleet, including the USS Duluth (LPD-6), on which he served as an officer in two Vietnam combat campaigns. Released from active duty after the war, he began his career in the estate planning and life insurance industry with a major insurance company, where he received training in estate and business planning, retirement plans, and investments for business owners. He was drawn to his calling because his father had died suddenly with no will or estate plan while Alan was away on active military duty, leaving him with the responsibility of caring and providing for his mother, which he did for the next 41 years, and because he admired the entrepreneurial spirit of the small business owners for whom he had worked during college.

Alan started his financial services career in 1974 and he holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations and is a member of the life insurance industry’s Million Dollar Round Table.  Alan is married and he and his wife are involved in their community, and their hobbies include classic and vintage cars and travel.

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ALAN CAMPBELL