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Welcome to a distinct community - one founded on sound financial principles but filled with friendship and kindness. Spencer Financial focuses on building a relationship with clients in order to better understand the clients' DREAMS.

Walt Disney creatively imagined a magical place for families. Even though Walt Disney died before Disney World opened, he had shared his dream and planned for the future.

Spencer Financial helps you PLAN by simplifying the demands of managing your wealth in order to enable you to devote time to your family, your personal endeavors, and your business. Our services include:

  • organizing and protecting your assets utilizing our Offense & Defense Investment Philosophy,
  • regularly reviewing asset allocations in relationship to your risk tolerance and individual plan,
  • strategizing your financial, retirement, tax, and estate plans, and
  • offering 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
Spencer Financial Services, Inc. is a BBB Accredited Business. Click for the BBB Business Review of this Financial Planning Consultants in Liberty MO
Overland Park Office:
10955 Lowell, Suite 900
Overland Park, Kansas 66210

Phone: 816.792.8772
Fax: 816.407.9480

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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.
Spencer Financial Services, Inc. is not affiliated with Cetera Advisors LLC.


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


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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.