Learn More About Spicer Capital - Spicer Capital

Get to Know Spicer Capital

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 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.

And why should we trust you?


Stephen Spicer, Founder of Spicer Capital

I believe you should challenge everything and everyone, including me. Blind trust is dangerous and 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, come what may!

It wasn't until I began questioning my own financial education that I became aware of the potentially ruinous flaws in how most savers invest. My mission was clear—to help people...


What made you want to challenge an industry?


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 investment real estate—I remember excusing myself from my investment class to call my realtor and request she make the winning bid.

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, 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 designations during that time)...

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

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

Stephen Spicer, Founder of Spicer Capital

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.

About Spicer Capital

But hiring an advisor can be expensive...


We are 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. Find the one that suits the way you learn or utilize them all. 

  • Spicer Capital's Blog - In 2017, I started blogging with the goal of helping people challenge the traditional investment and financial planning paradigms.
  • Stop Investing Like They Tell You - My notes outlining the problems and a few potential solutions, evolved into my first book. If you have not yet and are interested, there are still ways to gain access for free (for now, until my publisher makes me stop).
  • Spicer Capital University - Available in March 2018, we're creating a complete learning experience to hold your hand every step of the way. Our courses offer guided video instruction, comprehension checks, supporting material, and a gamified learning experience.
  • Our YouTube Channel - My clients and followers have told me they enjoy learning more about money through our videos. Starting in May 2018, my team and I will begin regularly posting original content on our YouTube Channel

We're always seeking more ways to help you. Be sure and let us know how you learn best (via the "Just Ask!" tab in the lower-left corner of your screen, perhaps). As our team grows, we will do everything in our power to produce the content that will help the greatest number of people!

What if I don't want to learn all of this on my own but would still like to affordably implement your investment strategies?


I am so glad you asked!


Invest In Your Future with Innovest

Our original strategy is now accessible and affordable for all concerned investors. 

Why do you do all this?


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

Stephen's Growing Family

Maybe 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), come what may!

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

(If interested, you're welcome to follow me on Instagram. Be warned: it's all personal stuff!)

What's n​​​​ext?


You're welcome to begin with any of the resources we've created for you—everyone learns differently. If you're unsure whether you share my concerns, then I'd recommend starting with my book (it provides a good overview).

By the way, thank you for reading this! I hope I can help you in some way.

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