Spencer Financial Services

At Spencer Financial, we understand that every individual and business has its own unique goals and financial aspirations. That's why we've been dedicated to providing personalized financial planning and wealth management services since 1991. Our team is committed to working alongside you through all life's events, tailoring our services to your specific needs and objectives.

Our Approach

At the heart of our approach is a deep understanding of the complexities of financial planning. We believe that every individual and business is unique, and that a one-size-fits-all approach to financial planning is simply not effective. Instead, we take the time to get to know each client, understanding their values, goals, and risk tolerance. This personalized approach allows us to develop customized financial plans that are tailored to each client's specific needs.

Our Services

At Spencer Financial, we offer a wide range of services designed to help you achieve your financial goals. These services include:

• Financial Planning: Our experienced advisors will work with you to develop a comprehensive financial plan that aligns with your goals and values.
• Investment Management: Our team has the expertise and resources to help you make informed investment decisions, with a focus on long-term growth and preservation of capital.
• Business Planning: Our expertise in business planning will help you create a tailored plan that meets your business and employee needs.

Our Team

At the heart of our business is a team of dedicated professionals who are passionate about helping others achieve their financial goals. Our team members have extensive experience in financial planning and wealth management, and are committed to providing personalized service and guidance to every client.

Our Values

At Spencer Financial, we believe in the importance of:

• Proactive Service: We believe in being available and responsive to our clients' needs, always.
• Team Approach: We believe that our collective expertise and perspectives make a significant difference in our clients' financial success.
• Personalized Care: We believe that every client is unique, and that personal relationships are the foundation of effective financial planning and wealth management.

Our History

Our story began over 40 years ago, when our founder, Steve Spencer, had a vision of helping others achieve their financial goals. Today, we continue to build on that vision, working with individuals and businesses to create lasting wealth and successful legacies.

Our Legacy

At Spencer Financial, we believe that our true legacy is the impact we have on the lives of our clients and their families. We are committed to being a trusted ally, providing guidance and support every step of the way.