Spencer Borchelt, CFP®

Wealth Advisor

404.573.4810
404.573.4811
Spencer.borchelt@signaturefd.com

My Net Worthwhile® is to help people steward money in a way that is a blessing to others and themselves.

Spencer believes the dollar sign touches practically every part of life. Therefore, he has a strong passion for pulling together a holistic financial plan where the bedrock is the values and goals of the client. Framed in a way that connects with people through SignatureFD’s Grow, Protect, Give and Live model.

Skilled at analyzing financial profiles and identifying potential gaps, Spencer leverages his experience in tax minimization, legacy planning, cash flow strategies, generosity planning, employer benefit analysis, insurance, and investment design to create comprehensive and efficient financial plans for clients.

Beyond his passion for financial planning, he tries to spend as much time with his wife and son as possible. He also enjoys challenging himself in strategic board games, long endurance ultra marathons, and backpacking trips with friends and family. He is also an active member at Cross Point City Church in Cartersville GA.

Spencer earned his Bachelor of Business Administration in Finance from Kennesaw State University in 2018 and is a CERTIFIED FINANCIAL PLANNER™.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.