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Planning Made Personal

Investments - Insurance - Retirement

About Spencer Financial, LLC

Spencer Financial is a multi-generational financial services firm specializing in retirement services, investment management, estate planning and insurance solutions. Our clients span across the United States and include successful business owners, families, and executives planning for their retirement. The members of our team operate together using our differentiated process to help clients solve even the most complex of personal and business financial situations.

Signator Investors, Inc. has recognized our commitment to service in the industry and awarded us Practice of the Year.

 

 

Our Culture

 

 

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Our Process

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Our Team

Learn more about our team of professionals.

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Bill Spencer grew up in a family environment that demonstrated financial responsibility, accountability, trustworthiness, and good intentions. His...

Bill Spencer, CFP®, AIF®

Partner

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Sam Baldwin's career began in the home office of Massachusetts Financial Services (MFS), a Boston-based mutual fund company, where Sam...

Samuel Baldwin, CFP®, CPWA®, AIF®

Partner

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Jamie Swasey began her career in financial services during her sophomore year at the University of New Hampshire.  During breaks from college...

Jamie Swasey, CPFA®

Director of Retirement Plan Services

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Dan Enos began his career in financial services during his sophomore year in high school working at a Credit Union.  It was there that he...

Dan Enos, CFP®

Junior Advisor

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When Danielle Lau began working at Spencer Financial, LLC she was not aware of the impact a financial services firm can have on someone’s...

Danielle Lau

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Gene Barton became interested in a career in financial services as he was completing his undergraduate degree in New York City. He realized the...

Gene Barton, CFP®

Paraplanner

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After graduating from Salve Regina University in Newport, RI, Peter Murphy started his career as a Workers’ Compensation underwriter in the...

Peter Murphy

Advisor Assistant, Insurance Specialist

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Tom Spencer has provided clients and the team of professionals at Spencer Financial, LLC first-hand knowledge of multiple market and economic...

Tom Spencer, ChFC®

Founding Partner

News & Updates

Latest Blog Posts

Spencer Financial Celebrates Retirement of Mary Toth, CFP® After 17 Years of Service
Sep 01, 2022 by Spencer Financial, LLC

It is bittersweet to announce that effective September 1st, 2022, Mary Toth has retired from her position at Spencer Financial. She looks forward to spending more time with her growing family, traveling, and trying to lower her golf handicap!

 

 

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Spencer Financial Welcomes Latest Team Member, Peter Murphy
Sep 01, 2022 by Spencer Financial, LLC

Spencer Financial continues to grow with our newest team member, Peter Murphy. Peter currently lives in Waltham, MA and comes from a commercial insurance underwriting background.

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Spencer Financial Hires Paraplanner to Retirement Analysis Team
Aug 15, 2022 by Spencer Financial, LLC

We are pleased to announce Gene Barton as the latest hire to the Spencer Financial team. Gene is from Wayland, MA and previously worked at F.L.Putnam Investment Management Company.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 978-443-6500
Fax: 978-443-6550
Toll Free: 888-443-1776

327A Boston Post Road, Sudbury, Massachusetts 01776

     

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Royal Alliance Form CRS

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA.

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