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Spectrum Investment Advisors

Covering the Spectrum of Your Financial Needs

Spectrum’s Core Services

At Spectrum Investment Advisors, our core services are built to empower, support, and educate so our clients have the confidence to make informed decisions on their financial journey.

Spectrum Wealth Mangement

Turn financial goals
into reality.
 
Holistic planning
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Asset management
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Income strategies
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Rollovers | IRAs
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Individual | Family | Trust

Spectrum Retirement Plans

Confidently design and manage a powerful plan. 

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Plan design consulting
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Fiduciary training
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Investment monitoring
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401(k) | 403(b) | 457
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Corporate | Non-Profit

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Financial Wellness

Drive engagement and 
productivity.
 
Targeted education
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Individual advice
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Customized action plan
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One-on-one meetings 
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Digital & printable resources

About the Spectrum Team

At Spectrum Investment Advisors, our team is our true differentiator. Our employees are our greatest assets, bringing expertise and a personal touch to everything we do. Their commitment to our clients and passion for financial education ensure you receive the guidance and support you deserve.

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Spectrum Team, Celebratign 30 years
$4.42 Billion 

in assets as of 12/31/2024*

30 years

serving our community 

*$4.02 billion under advisement, $404 million under management as of 12/31/24

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​“Tell me, and I will forget. 
Show me, and I may remember. 
Involve me, and I will understand.”

-Benjamin Franklin

Resources 

At Spectrum Investment Advisors, we’re committed to giving you the knowledge and support needed to make smart financial decisions. Our resources are designed to help you feel confident and informed, so you can take control of your financial future. 

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Explore our resources: 

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  • Articles

  • Calculators

  • Webinars

  • Newsletters

  • Events

Events

Our events are all about keeping you informed and connected. Spectrum Investment Advisors hosts educational workshops, seminars, and community gatherings, creating opportunities to learn and engage in a relaxed setting.

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