OUR FIRM

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 help eliminate the 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 objective financial guidance and strategies.
  • 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 objectivity throughout the planning and investment process.
  • Our independence enables us to provide you with objective financial guidance tailored to your individual needs and circumstances.
  • We believe it’s in your best interest to manage your assets, and with full access to objective research.

Strategic Partnerships

The advisors of Spencer., Wernli & Wilson Advisors have formed affiliations 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 association with LPL Financial provides access to a broad range of financial products, services and objective research to assist our clients in developing effective strategies across a full spectrum of financial needs.

Mission:

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

Value Proposition:

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

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LATEST BLOG POST

Midyear Outlook 2017: A Shift In Market Control
July 25, 2017
An important shift has taken place in this economic cycle. The Federal Reserve (Fed) was finally able to start following through on its projected rate hike path, raising rates twice in just over a three-month period. ...