About My Practice
Spraker Wealth Management is an independent, fee-only Registered Investment Advisory (RIA) firm with over $110 Million in assets under management (AUM) for approximately 80 families. We specialize in providing individuals and families with superior, holistic financial planning and comprehensive wealth management services. Our combined expertise is derived from over 50 years of study and experience in business management, retirement planning, wealth management, investment research, and client services. As a team of highly educated, independent fiduciary professionals, we have no products to sell, no brokerage sales quotas to fulfill, no prizes to win, and no commissions to generate from our recommendations. We are motivated solely to fulfill our clients’ personal financial goals and interests, and to address their concerns and fears with timely and personalized communication.
Our vision is to provide individuals and families with superior wealth management services. The hallmark of our firm is providing consistent portfolio returns with a focus on downside protection while offering a unique personal and consultative style of ongoing communication with each and every client.
- Honesty, integrity, confidentiality, objectivity, forthrightness
- Professionalism, dependability, lifelong learning, stewardship
- Dedicated, CLIENT-centered service
- Relationship-building with clients and the community
- Frequent communication, guidance and counsel
Typical Wealth Management Client
Has between $1M and $2M of readily investible assets, however, we accept portfolios of $600,000 or less for a minimum fee
Seek and appreciates a long-term, mutually respectful advisory relationship
- Desires a consistent level of regular and timely personal communication with a team of experts
Dr. Spraker obtained her Ph.D. in Urban Geography/Urban Planning from Indiana University, Bloomington, Indiana in 1981 and has been practicing financial planning since 1984; as a Certified Financial Planner licensee since 1993.
Currently a member of FPA national, past board member of FPA local chapter, and past member of the Schwab Institutional Advisory Board, Dr. Spraker is also a member of NAPFA (National Association of Personal Financial Advisors) for fee-only advisors.
Quoted in financial planning articles in Kiplinger's Personal Finance Magazine, The Wall Street Journal, The Journal of Financial Planning, Florida Trend Magazine, Knoxville News Sentinel, and The International Herald Tribune, Dr. Spraker is frequently interviewed for The Orlando Sentinel business articles. She has been featured by Orlando 580 WDBO radio for financial advice; a guest speaker over the years for many groups and organizations including the Society of Actuaries annual conference.
She was honored to receive recognition in 2008 and 2009 as one of the Top 50 Female Financial Advisors in America by Wealth Manager Magazine.
Dr. Spraker is on the faculty of the prestigious Esalen Institute in Big Sur, CA, where she teaches Financial Planning for Women to workshop registrants from across the United States.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Ph.D.
Considerations: please refer to company website www.sprakerwealth.com
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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