Boutique Firm Benefits
Objective guidance and advice – With access to leading independent research, we help you make informed, objective decisions.
Investment choice and flexibility – We do not offer any proprietary products, so we help choose unbiased investment products and strategies from many of the nation’s leading investment managers.
Holistic approach to life planning – No matter where you are in life- just getting started or winding down a successful career- you have goals and dreams. We engage you in an ongoing conversation about your needs, goals, objectives to create the life plan that’s right for you.
Passion for providing independent advice – We offer tailored strategies designed to address the needs of your life goals and financial growth. Our advisors base their success upon helping their clients by tapping into our vast resources to provide the objective advice you need.
Learn more by visiting our website or contact one of our financial advisors.
El Dorado: Mike Spencer, David Wernli, Jayme Grange
Augusta: Drew Wilson, Connie Bourget
Derby: Chris Sexton
Securities offered through LPL Financial. Member FINRA/SIPC.Investment advice offered through Spencer, Wernli & Wilson Advisors, a Registered Investment Advisor and a separate entity from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MN, MO, NC, NE, NM, NV, OH, OK, SC, SD, TN, TX, VA, WA, WI