SPC Financial® (SPC) is an Independent SEC Registered Investment Advisory Firm, primarily serving the Washington, D.C. area for over forty years. We are honored to be among one of the oldest multi-disciplinary, tax integrated, investment management and financial planning firms in the country. Although our financial planning and tax services extend nationwide, our financial roots are deeply ingrained throughout the Metropolitan Washington, D.C. landscape.
Our nationally recognized, award-winning, cross-trained team of financial advisors are proud to serve clients both locally and nationwide. We pride ourselves in our Honorary Industry Achievement Awards.
We are pleased to have assisted over 1,900 families pursue their unique wealth management, estate and tax planning goals and continue to share our financial vision, wisdom and tax experience with a multitude of diverse clients ranging from CEOs, private business groups, foundations, attorneys, physicians, executives, entrepreneurs, independent professionals, federal and state government employees, military families, health care professionals, architects, builders, parents, grandparents, widows, widowers, retirees, unmarried couples, as well as budding young families. We have also worked with clients, their children, and, in some cases, even their grandchildren.
Our investment programs are individually designed to help address your financial needs, while empowering you with the appropriate knowledge necessary to make long term investment decisions. Our “Managing Money Matters” financial planning program will help guide you on multiple levels of financial interest, while integrating estate and tax provisions into your financial program, through invaluable resources provided by our CPA* advisory team. We encourage you to explore our website and become familiar with our “Financial Team,” their financial specialties and accreditations, as well as our extensive financial services and investment resources.
If you are interested in receiving more information on our team of CERTIFIED FINANCIAL PLANNER™ professionals and associates, or would like to discuss how to combine tax management into your investment portfolio, please feel free to email us or call our Rockville, MD corporate headquarters at (301) 770-6800. We look forward to hearing from you and assisting with your financial needs.
SPC's strategy is meeting life's goals through management of your financial resources.
Our planning process begins with a thorough discussion of your current financial situation and a complete understanding of your lifetime goals.
An examination of financial, tax, and estate documents, along with risk assessment and retirement aspirations will be explored.
A customized, tax integrated, wealth management plan will be designed to help meet your individual financial objectives.
SPC’s financial planning team and investment analysts will construct a suitable timetable for integrating all aspects of a mutually agreed upon financial plan.
Each investment advisory team will routinely conduct a comprehensive portfolio assessment and its impact on changes to tax laws, investment and financial environments, as well as employment status.
We encourage you to become familiar with our SPC Financial® (SPC), Wealth Management team of tax integrated advisors…our related CPA* firm, Sella & Martinic, LLC (S&M) licensed professionals, as well as their financial specialties and accreditations.
Financial Advisor | SPC Registered Principal | RJFS Partner | S&M
Financial Advisor | SPC Registered Representative | RJFS
SPC Financial® integrates each financial portfolio with an effective estate & tax plan, designed to help maximize an individual’s wealth potential.