A complete list of active advisors currently associated with Spencer Financial Strategies
Warmer can help you find a great advisor at Spencer Financial Strategies or one who fits your needs even better.
Spencer Financial Strategies serves individuals, trusts, estates, charitable organizations and business entities and reports approximately $17,040,000 in discretionary assets under management with a two-advisor team. The firm offers discretionary investment supervisory services as well as non-discretionary project consulting and ongoing monitoring. The firm develops an Investment Policy Statement for each client and applies a mix of fundamental, technical and cyclical analysis to construct diversified portfolios that may include exchange-listed securities, mutual funds, certificates of deposit, option strategies and margin where appropriate. Accounts are reviewed on a monthly basis, and clients receive written reporting and regular communications including a monthly newsletter and quarterly contacts. Compared with typical peers, the firm discloses multiple non-advisory affiliations: the principal is licensed as a real estate broker through an affiliated entity and both advisory professionals are licensed to sell insurance products, with brochure disclosures about separate commission arrangements. The firm also offers no-cost educational seminars and notes it does not focus on high‑net‑worth clients, while one team member operates a separate travel‑planning business outside the advisory practice.
To learn more about the advisors currently working at Spencer Financial Strategies, 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.
Name |
Location |
Years of experience |
|---|---|---|
Indianapolis, IN
| 29
| |
Indianapolis, IN
| 0
|
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