We know choosing an advisor isn’t easy.

We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

James B. Spicer, CFP®, CRPC®, CRPS®, CDFA™

700 Central Ave Ste 302

Saint Petersburg, FL 33701-3600

T 727.329.1908

TF 866.823.0991

F 727.329.1917

2451 N. McMullen Booth Road

Suite 207

Clearwater, FL 33759

"Price is what you pay. Value is what you get."