Helping you optimize every aspect of your financial life

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CASH FLOW
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RETIREMENT
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INSURANCE
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ESTATE
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TAX
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Fiduciary Responsibility

You will not find a comprehensive financial planning team more focused on ensuring your interests are the only priority.

Advanced Solutions

Mainstream investment advice is flawed. We're constantly seeking the absolute best solutions for you and your unique financial situation.

Expert guidance

We put together a team of industry experts to work individually with you as we help you optimize every aspect of your financial life.

Discover the Mainstream Investing Myths

Keeping You From True Financial Freedom

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Services

Learn how we serve our clients in each of these areas by tapping on the icons.

CASH FLOW
PLANNING

INVESTMENT
PLANNING

RETIREMENT
PLANNING

INSURANCE
PLANNING

ESTATE
PLANNING

TAX
PLANNING

Learn how we serve our clients in each of these areas by clicking on the icons.

TAKE THE NEXT STEP TO IMPROVE YOUR FINANCIAL FUTURE

After exploring our free resources to understand the potentially ruinous problems with the way almost everyone tells you to plan for your financial future... see if you're a good fit to allow Spicer Capital to help optimize every aspect of your financial life. We'd love to help, however we can!

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STEPHEN SPICER, CFP®

Founder + CIO

After successfully operating under the umbrella of a large brokerage firm for years, Stephen came to realize that his personal investment strategy was incongruent with what he was supposed to, or even allowed to, recommend. He grew increasingly uncomfortable with the prescribed advice...

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