Effects of the Current National Emergency
A Message From Our President & CEO
In light of the current global pandemic and national emergency, our President & Chief Executive Officer, Edward Geoffrey Sella, has published a message outlining what Maryland's shut down of non-essential businesses means for SPC, how we continue to provide human-centric service to our clients, and more.
Temporary Suspension of In-Person Appointments
To help minimize the spread of the ongoing outbreak of the COVID-19 pandemic and to better protect our clients and team, we have restricted our office to employees only. As a result, we have suspended all in-person meetings until further notice.
Form ADV Firm Brochure & Wrap Fee Program Brochure
SPC Financial, Inc. is unable to file and deliver its Form ADV Firm Brochure and Wrap Fee Program Brochure by March 29, 2020, due to current effects related to COVID-19. Specifically, SPC Financial® is waiting for its audited financial statements to be finalized by its accounting firm. SPC Financial® is relying upon the Securities and Exchange Commission Order entered March 13, 2020 (Investment Advisors Act Release No. 5463/March 13, 2020), for extending its time to file and deliver the Brochures. We anticipate being able to file and deliver the Brochures by April 30, 2020. We appreciate your patience and understanding.
We are honored to be among one of the oldest human-centric, multi-disciplinary, tax-integrated*, white glove investment management and financial planning firms in the country. While our financial planning and tax services extend nationwide, our financial roots are deeply ingrained throughout the Metropolitan Washington, D.C. landscape.
We are pleased to have assisted over 2,000 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 from CEOs and private business groups to 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 "Finance on a Human Level®" 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 look forward to hearing from you and assisting with your financial needs.
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.
Our 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 + its impact on changes to tax laws, investment/financial environments, and employment status.
President & CEO, Edward G. Sella has been honored with numerous awards for his continued perseverance and dedication by providing human-centric financial services to address the individual challenges of our diverse investment family.
Best-In-State - Wealth Advisors
Top 100 Independent Financial Advisors
FT 400 "Top Financial Advisers"
We integrate each financial portfolio with an effective human-centric estate + tax plan, designed to help maximize an individual's wealth potential.
Human-Centric Team Members
Specialized Certifications Across Our Team
of employees participate in community outreach programs
We encourage you to meet our human-centric team of wealth management and tax-integrated advisors.*
Edward G. Sella
Matthew E. Gilchrist
Bradley P. Lipman
We are happy to assist with any questions or inquiry you may have concerning your financial needs.