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About Us

A History of Helping People Devote More Time to What They Love

We are committed to helping you achieve your goals through proactive service, personalized care, and a generational approach to create lasting wealth. Our team prioritizes your needs, builds lasting relationships, and works together to provide advice and guidance. We believe that by working together, we can help you achieve your financial goals and create a better future for you and your family.

Attain Confidence for Your Financial Journey 

Attain Confidence for Your Financial Journey 

The first step to achieving a strong financial future is strategizing. Our comprehensive process provides multiple options for short and long term financial goals and plans. Everyone’s financial plan looks different and implementation is a unique process. Our advisors plan with you to manage your financial goals and adapt new strategies as your future unfolds.

A Legacy of Planning, Management, Analysis & Coaching

A Legacy of Planning, Management, Analysis & Coaching

Spencer Financial is built from Steve Spencer’s passion of helping others throughout his community. With over forty years of financial management experience and volunteering on behalf of youth and their families, Steve fostered a legacy business that continues to focus on long-term relationships and enriching the lives of others.

Our Core Values

Proactive Service

Proactive service is at the core of who we are and how we preserve our legacy of helping people live the life they want, long-term. 

Team Approach

Our team works collaboratively, each bringing expertise and varied education and life experiences to your financial conversations. We work together, giving you the benefit and strength of our collective expertise.

Personalized Care

Our focus is to support you by assisting in better organizing financial documents, visualizing your financial future, analyzing financial holdings, and leading conversations to reach your goals.

Community Minded

Our aim is to be involved throughout our community to improve the lives and financial health of its members.

Confidence Comes From Trust

Confidence Comes From Trust

As fiduciaries, our advisors have undergone extensive training and adhere to professional standards set by the SEC. We uphold the duties of care and loyalty to you through our relationship and service.

Cetera Financial Group's <br/>CIRCLE OF EXCELLENCE

Cetera Financial Group's

Earning Circle of Excellence is an impressive achievement of Stevie Green CFP®, MBA, AIF®. This elite distinction recognizes all the hard work she has done to provide clients with trustworthy guidance, run a practice with integrity, and pursue excellence.

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Stevie Green CFP®, MBA, AIF® by any client. Stevie Green earned this award in 2020, 2021, and 2022. 

Our Broker-Dealer: Cetera Advisors LLC

Our Custodian: Pershing

Our Services

We believe in the power of customization to help you pursue financial goals confidently and effectively.

Explore Our Services

Our Approach

Our personalized planning puts you on the path to pursue their financial goals.

Our Approach

Our Team

As a team dedicated to your success, we prioritize personal relationships and individualized care.

Meet the Team