History
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 conflicts and distractions often encountered by advisors operating in large corporate-owned firms. Spencer, Wernli & Wilson Advisors has formed affiliations and strategic alliances 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. Our partnership with LPL Financial provides access to a broad range of financial products, services and unbiased research to assist our clients in developing effective strategies across a full spectrum of financial needs.
Specialties
Our experienced financial advisors take a hands-on approach to financial guidance. Our clients understand that our knowledgeable team truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, help them to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.