A complete list of active advisors currently associated with Spicer Capital

Warmer can help you find a great advisor at Spicer Capital or one who fits your needs even better.

Spicer Capital provides investment management, ongoing financial planning, and retirement-plan services to individuals, high‑net‑worth clients, trusts, small businesses and retirement accounts. The firm constructs individual Investment Policy Statements and coordinates portfolio management by recommending and overseeing hand‑picked, SEC‑registered professional portfolio managers alongside in‑house model solutions. The firm typically combines diversified model portfolios—including mutual funds, ETFs, fixed income, real estate funds and insurance/annuity solutions—with manager selection focused in some cases on downside protection and in others on longer‑term equity growth. SCL reviews managers and implements client strategies both through discretionary authority and by allocating a portion of assets to non‑discretionary arrangements with third‑party managers, a mix that is less common among peers. Noteworthy distinctions include its role as a state‑registered, non‑captive insurance agent that may sell insurance and annuity products (with commissions tracked and offset against planning engagements), and an emphasis on client education through online courses and workshops for both clients and the public. The firm also operates via solicitor and fee‑sharing arrangements with institutional portfolio managers, relying on outside managers to deliver specific strategies that SCL selects and monitors.

To learn more about the advisors currently working at Spicer Capital, 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.