SPC Financial, Inc.

Human-Centric Wealth Management™ - providing simple solutions to complex financial problems, on a human level.

General Information
Company Name
SPC Financial, Inc.
Founded Year
1970
Location (Offices)
Rockville, United States +1
Founders / Decision Makers
Number of Employees
19
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

SPC Financial, Inc. - Company Profile

SPC Financial is an established financial services and wealth management company that prides itself on a Human-Centric Wealth Management™ approach. Since its founding in 1977, the company has focused on providing simple solutions to complex financial problems, on a human level. With a specialized, multi-disciplinary, tax-integrated team, SPC Financial offers personalized services to its clients. The company's reputation as one of the oldest nationally-recognized, human-centric, white glove investment management and financial planning firms in the country is a testament to its expertise and commitment. SPC Financial's headquarter is located in the United States, with a deep-rooted presence in the Metropolitan Washington, D.C. landscape. The company offers investment advisory services while also partnering with Raymond James Financial Services, Inc. (RJFS) for securities offerings. The engaged approach of the firm is evident through its provision of tax services and analysis through the related firm Sella & Martinic, LLC. While the company has not disclosed its last investment or investors, it has been recognized with Honorary Industry Achievement Awards, showcasing its industry standing and accolades. SPC Financial's commitment to understanding and serving clients on a human level, coupled with its extensive experience, positions it as a noteworthy player in the financial services and wealth management space.

Taxonomy: Wealth Management, Financial Planning, Tax-Integrated, Investment Advisory, White Glove Service, Retirement Planning, Asset Allocation, Portfolio Management, Estate Tax Planning, College Planning, Succession Planning, Business Planning

Funding Rounds & Investors of SPC Financial, Inc. (0)

View All

There is no investment information

Latest News of SPC Financial, Inc.

View All

No recent news or press coverage available for SPC Financial, Inc..

Similar Companies to SPC Financial, Inc.

View All
Keator Group LLC - Similar company to SPC Financial, Inc.
Keator Group LLC A Family working for families providing total balance sheet management and inter-generational planning.
Gaskin Asset Management, LLC - Similar company to SPC Financial, Inc.
Gaskin Asset Management, LLC Empowering Investors in their Financial Decisions
Summit Financial Group, LLC - Similar company to SPC Financial, Inc.
Summit Financial Group, LLC The Power of Partnership