A complete list of active advisors currently associated with Spencer Financial Planning, LLC

Warmer can help you find a great advisor at Spencer Financial Planning, LLC or one who fits your needs even better.

Spencer Financial Planning, LLC provides fee-only, fiduciary financial planning and investment management to individual and high‑net‑worth clients. The firm’s services range from multi‑meeting Comprehensive Financial Planning and discretionary Investment Management to limited engagements like a Financial Check‑Up and brief Jump Start Calls. The firm employs both active (fundamental) and passive strategies, sizing portfolios to clients’ time horizons, tax situations, and risk tolerance, and may recommend alternative investments for qualified clients. It offers discretionary trading, can manage held‑away accounts, monitors rebalancing and tax efficiency, and sometimes works with a third‑party sub‑adviser under a collaborative arrangement to deliver portfolio services. Notable differences from many peers include explicit planning for business‑related matters — such as business ownership considerations, employee benefits optimization, and rollover analyses — as part of its financial planning work. The firm also uses less common service features: a one‑time Pay‑It‑Forward Financial Check‑Up offered to long‑term clients, a client‑priced Jump Start Call option, and standing letters of authorization for transfers on a subset of client households.

To learn more about the advisors currently working at Spencer Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.