SPC Financial®, is an Independent SEC/ Registered Investment Advisory Firm, serving the DC area for over forty years. We are honored to be among one of the oldest multi-disciplinary, tax integrated, Investment Management & Financial Planning firms in the country. Although our financial planning & tax services extend nationwide, our financial roots are deeply ingrained throughout the Metropolitan Washington, DC landscape.
Our nationally recognized, award-winning, cross-trained, financial team of financial advisors are proud to serve clients both locally and nationwide. We pride ourselves in our *Honorary Industry Achievement Awards and are humbled by our clients’ loyalty over the past four decades. We are dedicated to achieving the highest level of client service satisfaction and trust, through our steadfast mission to help them achieve their financial success.
We are pleased to have assisted over 1,900 families pursue their unique wealth management, estate & 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, and budding young families.
It is our mission to help simplify your complicated world of finance through interactive educational and investment strategies, ranging from comprehensive risk management techniques, income & estate tax provisions, retirement & succession planning, portfolio management, asset transfer strategies, college & legacy planning as well as wealth management preservation programs.
Our investment programs are individually designed to address your financial needs, while empowering you with the appropriate knowledge necessary to make long term investment decisions. We Plan... Develop... Implement and Advise on multiple levels of financial interest, while integrating estate & tax provisions into your financial program, through invaluable resources provided by our CPA**/ Advisory Team.
We encourage you to explore our interactive website and become familiar with "Our Team of Financial Advisors & Associates", their financial specialties & accreditation, as well as our extensive financial services & investment resources. If you are interested in receiving more information on our team of CERTIFIED FINANCIAL PLANNERTM professionals & associates, or would like to discuss how to tax integrate 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.
*See SPC / Honorary Industry Achievement Awards
**Raymond James Financial Services (RJFS) & SPC Financial® do not offer or provide tax or legal advice. Tax services & analysis are provided by the related firm Sella & Martinic, LLC through a separate engagement letter with clients. Sella & Martinic, LLC & RJFS are separate entities.