We believe clients deserve both exceptional service and professional performance, regardless of status or position. They also deserve simple solutions for their financial future rather than complex and confusing jargon.
SPC Financial® is more than a financial planning firm. At SPC, we hold our motto of Finance on a Human Level® deep in our core. That means we are equipped with a specialized, multi-disciplinary, tax-integrated*, human-centric team, ready to provide simple solutions to complex financial problems.
Our mission is to help provide simplicity in a financial world of complexity.
We pride ourselves on the ability to be large enough to provide wealth management + tax-efficient investment services required by our clients, yet small enough where we know them personally.
Who have we assisted?
We are pleased to have assisted over 2,000 families pursue their unique wealth management, estate and tax planning goals.
We strive to share our financial vision, wisdom, and tax experience with a multitude of diverse clients:
- CEOs, private business groups, foundations
- attorneys, executives, entrepreneurs
- independent professionals, military families
- physicians, health care professionals
- federal + state government employees
- architects, builders
- widows, widowers, retirees, unmarried couples
- parents, grandparents, budding young families
We have also worked with clients, their children, and, in some cases, even their grandchildren.
We are proud to offer a wide array of white-glove services to our loyal clients, from Asset Allocation and Income/Estate Tax Planning to College Funding and a complimentary Second Opinion.
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What are our investment programs?
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.
What is our planning program?
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.
William E. Chatfield (Bill) recognized the complexity in an evolving financial world, dedicating himself in 1977 to becoming one of the first CERTIFIED FINANCIAL PLANNER™ professionals in the Washington, D.C. area.
In 1983, Bill met Geoff, a gifted financial visionary and the two became associates and later partners.
Geoff's CPA experience coupled with his CERTIFIED FINANCIAL PLANNER™ and Personal Financial Planning knowledge, added to the firm's investment management and tax integration skills. Bill and Geoff worked together up until Bill's retirement in 2000.
Geoff's client dedication and perseverance launched the practice from a small local firm into a nationally-recognized, award-winning, wealth management practice. The firm is now large enough to help meet the needs of most clients while small enough to provide personalized financial planning and tax integration services.
The past four decades have seen changes in both income and estate tax laws, as well as multiple changes in investment products. Clients have relied on SPC to help guide them through these challenges while keeping them focused on their individual goals and objectives.
It is our belief, individuals are often challenged in achieving long term financial objectives, as a result of volatile investment environments, changing income, estate tax laws, and potential complexities of employer provided benefits.