Call us Today for Your Complimentary Consultation | 937-426-3836

Creating Personalized Financial Strategies for Your Golden Years.

Spicer Wealth Management

Schedule Your Complimentary Consultation with Bryon Today!

Do you have questions about retirement planning? We can help!

specialists in retirement planning and optimization

Spicer Wealth Management and Seniors Financial Services are here to help inform you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market data. Bryon Spicer and his associates hope you take advantage of this resource and visit the Seniors Financial Services and Spicer Wealth Management web site often.

Tax Management

We will recommend strategies that can take advantage of all tax deductions available.

Take Advantage

You will know which retirement-planning vehicles to draw on and when.

Investment Management

Our experienced team can help you meet your specified investment goals.

Align Goals

We will always design strategies with your preferences and best interest in mind.

Retirement Strategies

Our reliable strategies are crafted in such a way to avoid invading your principle.

An Independent Agency

Our strategies are crafted in a way to avoid invading your principle, but add to your assets so you retirement savings will last.

Estate Conservation

We will help you set up a plan that provides for your family and efficiently.

Clear Strategy

Our goal is to minimize or eliminate all probate from your estate by having a clear strategy in place.

Insurance Products

We outline strategies looking for holes to make sure you are adequately covered.

Comprehensive Review

We help you stay protected from now until the end of your retirement, all the while staying within your budget.

Purchase My Best Selling Book

“Don’t Get Sacked in Retirement:
A Financial Quarterback’s Playbook for Winning the Game”

Watch Our Informative Videos

At Spicer Wealth Management, we take our jobs very seriously.

We are an experienced team of fiduciaries who truly care and are responsible for providing you with sound financial guidance. We have access to the total marketplace and strive to efficiently and reliably help clients best reach their goals, whatever they may be.

Only takes a few seconds!

BRYON K. SPICER | Owner and President

Spicer Wealth
Hours of operation: M-TH 8-5, F 8-12

Address: 2655 Commons Blvd., Suite 110
City: Beavercreek, OH
Zip: 45431

Telephone: 937-426-3836
Fax: 937-458-0278

The views expressed here are not those of GF Investment Services (GFIS).GF Investment Services has no affiliation with the news agencies represented here and the views expressed do not necessarily reflect the views of GFIS. GFIS make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and do not recommend or endorse any specific information contained therein. Investment Advisory Services offered through Spicer Wealth Management, an Ohio Registered Investment Advisor. Insurance services offered through Seniors Financial Services. Licensed Insurance Professional.