About Spencer, Wernli & Wilson Advisors

Our Independence is Your Advantage

Spencer, Wernli & Wilson Advisors is a fully independent, partner-owned and operated financial services firm. Our independent structure is designed to eliminate the conflicts and distractions often encountered by advisors operating in large corporate-owned firms.

For our investment advisory clients, our business model and approach allow us to act like fiduciaries, which means our clients best interests should always come first.*

  • We provide unbiased financial guidance and strategies free from conflicts of interest.
  • We answer directly to you—our client, not to a corporate parent or to stockholders. And since we’re not product manufacturers or distributors, we’re able to maintain full objectivity throughout the planning and investment process.
  • Our independence enables us to provide you with unbiased financial guidance tailored to your individual needs and circumstances. 
  • We believe it’s in your best interest to manage your assets without conflicts or restrictions, and with full access to unbiased research.

Strategic Partnerships

Spencer, Wernli & Wilson Advisors has formed affiliations and strategic alliances with the following organizations to assist us in meeting a growing need among individuals, families and business owners seeking competent and objective guidance across every aspect of their financial lives.

LPL Financial
Our partnership with LPL Financial provides access to a broad range of financial products, services and unbiased research to assist our clients in developing effective strategies across a full spectrum of financial needs.

*Please note that the associates of Spencer, Wernli & Wilson Advisors are able to act in a fiduciary capacity as to acting in the client’s best interest but cannot act as a fiduciary over client accounts.

Mission:

“Our constant pursuit of excellence offers
our clients the comfort of custom and
balanced life strategies.”

Value Proposition:

“Our independence offers unbiased strategies
through a sincere and educational experience
that will help our clients pursue their 
financial purpose.”