Spencer Fort
Financial Advisor
About Me
As a financial advisor, my mission is to help individuals, families, and business owners bring clarity and efficiency to their financial planning. I believe financial success isn’t just about numbers—it’s about having a plan that aligns with your values, priorities, and vision for the future. My goal is to help you understand the impact of your hard work and build a strategy that protects what matters most.
Born in Florida and raised in Indiana, I value strong foundations—both in life and in financial planning. As a husband and father, I know firsthand the importance of securing a strong future for the people we love. That’s why I’m passionate about helping clients create efficiencies in their planning, gain confidence in their financial decisions, and build a legacy that reflects their hard work.
With a decade in education and a Master of Business Administration, I bring a thoughtful, strategic approach to financial planning. Whether you’re preparing for the future, navigating life’s transitions, or looking to make the most of your financial potential, our team is here to guide you every step of the way.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Client Testimonial
Money plays a vital role in all our lives, and building wealth is key to enjoying life a little more. Trusting someone with your hard-earned money is never easy—especially when it comes to investing. But with Spencer, that trust came naturally. As an Active-Duty Marine, life is often hectic and unpredictable, leaving little time to properly manage my finances. When Spencer was assigned as my financial counselor, I’ll admit I was skeptical at first. However, that quickly changed after our initial conversation. It became immediately clear that Spencer is not only highly knowledgeable in all things finance and investing, but also deeply passionate about helping others succeed. Spencer is a true professional. He’s the kind of person you want in your corner—someone who takes the time to listen, explain, and guide you through each step. He’s sat down with me and my family on multiple occasions, always showing patience, empathy, and genuine care. In a world where personalized service is hard to come by, Spencer stands out. I’m grateful to have him managing my finances, and I continue to recommend him to anyone looking for someone trustworthy, skilled, and dedicated.