Founded by industry veterans with a proven track record, Wealthspan Investment Management brings decades of investment advisory expertise to the table. Prior to establishing Wealthspan, our team helped grow a start-up from under $100 million to over $4 billion in managed assets within five years. This experience has shaped Wealthspan into an exceptional platform built exclusively for independent advisors—offering a streamlined, conflict-free solution with no proprietary products or costly technology fees, so advisors can focus on what matters most: serving their clients