Brett Spencer
CFP®, CEPA, GFP
Impact Financial LLC
Financial Advisor
Brett Spencer
CFP®, CEPA, GFP
Impact Financial LLC
Financial Advisor
You are unique and your financial advice should be too. - Brett Spencer, CFP®, CEPA, GFP
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Brett Spencer is a Chicago, IL fee-only financial planner. Impact Financial LLC provides comprehensive and objective financial planning to help young professionals and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brett Spencer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brett Spencer is a Chicago, IL fee-only financial planner and Founder of Impact Financial LLC
I founded Impact Financial after working as a Senior Financial Advisor at some of the largest Registered Investment Advisory firms in the country. I held various investment, tax, & planning leadership roles which contributes to the comprehensive approach that I maintain today.
During this time, I worked with many unique individuals & families and quickly saw the need for tailored services.
Templated plans, calculators and portfolios don’t cut it and don’t address unique financial complexities & needs.
You are unique and your financial advice should be too.
It’s with this focus, that I founded Impact Financial. Offering you comprehensive advice, tailored to you, to better help you meet your goals.
Brett Spencer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Impact Financial offers tailored, comprehensive services.
Beyond model portfolios, we coordinate portfolios around any corporate stock options, private equity, real estate or any other unique investments you have and can focus on the impact that your investments are making, even while they are invested.
Beyond planning and investment management, we offer tax services and services tailored to business owners. We also have specialized knowledge in cross-border/ex-pat planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Business Ownership Planning
- Impact Investing/ESG/SRI
- Cross Boarder/Ex Pat Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
- Americans Moving Abroad
- Ex Pats Living in America
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brett Spencer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brett Spencer is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Brett Spencer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brett Spencer is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
Contact Brett Spencer
Office Locations:
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231 S LaSalle
Suite 2100
Chicago, IL 60604
