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

31

31 Advisors

1.71B

1.71B Assets Under Management

5

5 Years Serving Clients as WealthSource

1751

1751 Client Families

*figures provided as of 6/30/21
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

Careers with WealthSource Partners

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

Explore Careers

Local Presence, National Reach

Aurora, CO 80015

303-875-8730 Meet Your Advisor

Amy joined WealthSource Partners in February of 2016 as an Independent Wealth Advisor.  Amy started her financial services career in December of 1998 at Marathon Investment Management, Inc. where she worked as a Financial Planner until December of 2015.  Prior to her departure, Amy formed her own investment advisory firm, A.M. Financial for which she served as the Managing Member.  Amy graduated from the Metropolitan State University of Denver in 2005, where she obtained her Bachelors of Science Degree in Finance, and shortly thereafter became a Certified Financial Planner™ in 2006.  After experiencing a divorce first hand, she subsequently earned her Certified Divorce Financial Analyst designation in order to offer a thorough evaluation in the unique, complex and underserved field of divorce settlement planning.

Amy is an active member of the Financial Planning Association and the Colorado Collaborative Divorce Professionals organization and regularly attends meetings of the Colorado Bar Association and the Colorado Women’s Bar Association (she is not a licensed attorney and does not provide legal advice).

Amy stays busy when away from work spending time with her three children and all the beauty and activities Colorado has to offer.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Divorce financial and/or transition services offered through A.M. Financial. WealthSource does not offer or provide divorce financial and/or transition services. A.M. Financial and WealthSource are independent and unaffiliated entities.

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AMY MAHLEN