SPC Financial, Inc.

SPC Financial, Inc. is a human-centric wealth management and financial planning firm located at 3202 Tower Oaks Boulevard in Rockville, Maryland. With a specialized, multi-disciplinary, tax-integrated team, we offer simple solutions to complex financial problems on a human level. Our services extend nationwide, but our roots are deeply ingrained in the Metropolitan Washington, D.C. area.

We have assisted over 2,000 families in pursuing their unique wealth management, estate, and tax planning goals. Our diverse client base includes CEOs, private business groups, foundations, attorneys, physicians, executives, entrepreneurs, and more. We tailor our investment programs to address individual financial needs and empower clients to make informed long-term decisions.

President & CEO Edward G. Sella leads our team in providing human-centric financial services that address the individual challenges of our clients. Our comprehensive planning process includes a thorough evaluation of current financial situations, lifetime goals, risk assessments, retirement aspirations, and estate and tax documents. We design customized wealth management plans to help meet individual financial objectives and integrate tax and estate provisions.

Our team regularly conducts portfolio assessments to adapt to changes in tax laws, investment environments, and employment status. We provide strategies for preserving wealth for future generations, paying for college expenses, managing risk, and minimizing income tax liability. We also offer guidance on estate planning, including considerations for potential tax consequences, government benefits, guardianship provisions, and creditor claims.

At SPC Financial, Inc., we believe in simplifying complex financial problems and providing finance on a human level®. We welcome inquiries and questions about your financial needs and offer investment advisory services to help clients achieve their financial goals. Please note that SPC Financial, Inc. and S&M are not registered broker-dealers.