We create our tomorrows by what we dream and plan today.
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Welcome to a distinct community - one founded on sound financial principles, friendship and kindness. Our focus is on building relationships with clients in order to better understand their DREAMS.

In 1955, Walt Disney opened the doors to let the world see his dream. Disneyland was a place of magic and imagination; where anything was possible. Though he passed away prior to the opening of Disney World, by planning for the future- sharing his dreams and visions with others- he ensured that his legacy would live on.

Our firm helps you PLAN by simplifying the demands of managing your wealth allowing you to devote more time to your family, your personal endeavors, and your business.

Our services:

  • Organize and protect your assets utilizing our Offense & Defense Investment Philosophy;
  • Regularly review asset allocations in relationship to your risk tolerance and individual plan;
  • Strategize your financial, retirement, tax, and estate plans; and
  • Offer a plan to simplify, consolidate, and integrate every aspect of your financial future.

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Spencer Financial
Liberty Office:
1135 W. Kansas Street
Liberty, Missouri 64068
Phone: 816.792.8772
Fax: 816.407.9480
info@SpencerFinancialInc.com
Overland Park Office:
10955 Lowell, Suite 900
Overland Park, Kansas 66210
Phone: 816.792.8772
Fax: 816.407.9480
info@SpencerFinancialInc.com
Tennesse Office:
2305 Sanford Dr.
Kingsport, Tennesse 37664
Phone: 423.723.5693

info@SpencerFinancialInc.com
Spencer Financial Services, Inc. is a BBB Accredited Business. Click for the BBB Business Review of this Financial Planning Consultants in Liberty MO

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Serving the following Missouri locations: Clay, Jackson, Platte, Liberty, Excelsior Springs,
Kearney, Platte City, Blue Springs, Independence, Kansas City, Lee's Summit, Lawson and Lathrop.

Serving the following Kansas locations: Johnson, Overland Park, Leawood, Olathe, Lenexa, Kansas City Kansas, Wyandotte County and Leavenworth.


Securities and investment advisory services offered through Cetera Advisors LLC, member FINRA, SIPC.
Cetera Advisors LLC is under separate ownership from any other named entity.


Investment products and services from this representative(s) available to residents of Arizona(AZ), California(CA), Florida(FL), Georgia(GA), Idaho(ID), Illinois(IL), Colorado(CO), Georgia(GA), Indiana(IN), Iowa(IA), Kansas(KS), Minnesota(MN), Missouri(MO), New York(NY), Nebraska(NE), North Carolina(NC), Oklahoma(OK), South Carolina(SC), Tennessee(TN), Texas(TX), Washington(WA), and Virginia(VA).


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For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative, a consumer should contact his or her stated securities law administrator.