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SPC Financial, Inc.

Human-Centric Wealth Management™

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We're more than a financial planning firm.

Human-Centric Wealth Management™: Equipped with a specialized, multi-disciplinary, tax-integrated* team, we are ready to provide simple solutions to complex financial problems, on a human level.

Effects of the Current National Emergency

We Express Our Sincerest Gratitude

SPC Financial® remains committed to keeping you financially informed about the volatile market conditions as the COVID-19 pandemic continues to take shape throughout the U.S. and the world at large.

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.

Does your retirement plan need a reboot?

We're here to help repair the potential long-term damage caused by COVID-19. Chat with us to see how we can get you back on track to financial recovery. Free consultation1. No obligation.

About Us

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 Strategy

Discover

Our planning process begins with a thorough discussion of your current financial situation and a complete understanding of your lifetime goals.

Analyze

An examination of financial, tax, and estate documents, along with risk assessment and retirement aspirations will be explored.

Develop

A customized, tax integrated, wealth management plan will be designed to help meet your individual financial objectives.

Implement

Our financial planning team and investment analysts will construct a suitable timetable for integrating all aspects of a mutually agreed upon financial plan.

Monitor

Each investment advisory team will routinely conduct a comprehensive portfolio assessment + its impact on changes to tax laws, investment/financial environments, and employment status.

2,000+

Families Assisted

$923 million

Assets Under Advisement + Management1

42%

of clients utilize financial and tax services*2

Edward G. Sella

President & CEO / Financial Advisor

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

America’s Top 1,200 Financial Advisors

Top 100 Independent Financial Advisors

Our Services

We integrate each financial portfolio with an effective human-centric estate + tax plan, designed to help maximize an individual's wealth potential.

Wealth Preservation

Strategies and techniques for preserving wealth for community, spouses, and heirs.

Wealth Preservation

College Funding

Utilizing different methods for accumulating funds and paying for college expenses.

College Funding

Portfolio Management

Within a portfolio allocation, specific decisions need to be made to help manage risk, income tax liability, and other financial considerations.

Portfolio Management

Income Tax Planning

Tax laws evolve every year. It is important to ensure that your income tax planning incorporates these changes.*

Income Tax Planning

Estate Tax Planning

Various federal and State taxes may be applicable at death. In addition, there can be non-tax considerations for developing an Estate plan including the potential loss of government benefits by an heir; the need for guardianship provisions; the desire to protect a spouse and the goal of protecting an inheritance from creditor claims.

Estate Tax Planning

Retirement Planning

There are two important phases: accumulation & distribution. During the accumulation phase, it is important to maximize the available tax incentives. During the distribution phase, it is important to consider potential tax consequences and/or Medicare premiums.

Retirement Planning

Risk Management

There are multiple risks. These risks can either be assumed or transferred to a third party. Risks that could have a significant impact should be transferred.

Risk Management

Second Opinion

We are happy to review existing portfolios for clients and their family, friends, and associates.

Second Opinion

28

Human-Centric Team Members

24

Specialized Certifications Across Our Team

SPC

participates in community outreach programs

Our Advisors

We encourage you to meet our human-centric team of wealth management and tax-integrated advisors.*

Let's Connect

We are happy to assist with any questions or inquiry you may have concerning your financial needs.

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