Spencer Stephens (CFP®, MS)

Spencer Stephens focuses in the
following client markets or areas of practice:

AUM

Cash Flow/Budgets/Credit Issues

College/Education Planning

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

High Net Worth Client Needs

Planning Specialties

Rooted Interest is a fee-only, independent, financial planning firm. We offer affordable, transparent, and impactful services to those in need. Life is hard and finances can be stressful so we thrive on helping our clients find and live their best lives. We have helped many families find financial peace of mind while achieving their dreams.