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Free Consult

Welcome to Spicer Capital. We're glad and grateful you're here.

What Is Spicer Capital?

Welcome, Fellow Concerned Investor.

My name is Stephen Spicer. I'm the founder of Spicer Capital. I'm a Certified Financial Planner®, and I have a couple of other designations...

But perhaps what's most important for you to know is that I'm obsessed with helping you challenge the traditional financial paradigms—to discover better ways to protect and grow your life savings.

Stephen Spicer, Founder of Spicer Capital

Why should we trust you?

What makes you different than any other financial "expert"?

I believe you should challenge everything and everyone, including me.

Blind trust is dangerous, especially when it comes to your finances. It can lead to panic decisions—not the kind you want to make with your life savings at stake.

My goal is to guide you to your own educated decisions. It may take a little longer and require a little extra mental energy, but your understanding and conviction will be much stronger.

You will be prepared, no matter what potential chaos your future holds!

You see, it wasn't until I began questioning my own financial education that I became aware of the potentially-ruinous flaws with the way almost everyone out there is telling you to invest.


I'm currently rewriting my Stop Investing Like They Tell You. In the meantime, check out our free mini-course on the subject. By the end of it, you'll be as hungry as I was for better investment solutions!

What made you want to challenge an entire industry?

My investment journey: a brief history

My passion for investing started when I made my first stock trade at the age of 12 (my mother kindly took my orders). My mom let me get the Wall Street Journal to study the pricing tables. At 21, I purchased my first rental property—I remember excusing myself from my FINN 4133 Advanced Investments class to make the bid-winning call.

In 2010, I graduated from the University of Arkansas with a B.S.B.A. in Finance; I began working for Northwestern Mutual. In 2012, I qualified for Million Dollar Round Table for the first time, an exclusive association representing the top 1% of the industry. A year later, I earned my Certified Financial Planner™ designation.

The following two years were a critical period of disappointing discovery (despite earning two more industry designations)…

I came to realize that my personal investment strategy was incongruent with what I was supposed to, or even allowed to, recommend. I became increasingly uncomfortable with the industry-prescribed advice.

I left my job on December 31, 2015 and lived off savings as I researched desperately to build a better way—for myself, for my family, for anyone who shares my concerns.


Unafraid to challenge the traditional paradigms of a broken system, I built Spicer Capital to address my clients (and my own) investment and financial planning concerns.

But hiring an advisor can be expensive...

How can Spicer Capital help me?

While doing everything to ensure our fees are well-worth the value delivered and entirely removed from even a perceived conflict of interest, we also stand committed to creating free and accessible resources to help any concerned investor find their own way, no matter where they are in life.

If you fit that description—concerned, open-minded, seeking a better way—we're creating Spicer Capital's ever-expanding list of resources just for you. To get started, poke around this site and subscribe on YouTube.

Why would you do all this?

My why: a glimpse into my personal life

It's probably easier to just show you...

I know it's cliché—but, anyone who knows me well will confirm—I am driven by my growing family.

I married my brilliant high school sweetheart, and we have three amazing boys. My search for a better way to invest was initially inspired by my desire to care for them. It's probably just human-nature, but I feel compelled to protect my family (including financially), no matter what happens—come what may!

I know there are others who feel the same. For you, I hope to be a resource.

What's next?

Where do I begin?

You're welcome to begin with any of the free resources we've created for you—everyone learns differently. If you're interested in learning more about working directly with me or my team, then by all means, please, schedule a quick call for us to chat a bit—I'd love to answer whatever questions or address any concerns you may have.

Whatever you do, I appreciate the time you took to read this! I hope we can help you in some way.

Schedule Your Free Consultation

After exploring our free resources and understanding the potentially-ruinous problems with the way almost everyone tells you to plan for your financial future... your next step is to schedule your free consultation.
We'd love to help, however we can!

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