Spencer Financial Planning, LLC is a Massachusetts-based, independent, fee-only registered investment advisory firm. Founded by William D. Spencer, the company is dedicated to providing personalized and comprehensive financial planning and investment management services. Their mission focuses on helping individuals and families achieve their financial goals through a client-centric approach, covering areas such as retirement planning, investment strategy, college savings, and estate planning, without the conflicts of interest associated with commission-based products.

Founded in

United States