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 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
Spencer, Wernli & Wilson Advisors has 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 partnership 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.
*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 objective strategies
through a sincere and educational experience that will help our clients pursue their financial purpose.”
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 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
Spencer, Wernli & Wilson Advisors has 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 partnership 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.
*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 objective strategies
through a sincere and educational experience that will help our clients pursue their financial purpose.”