Wright Financial Group, LLC

Fiduciary Advisor in Toledo, OH

Fiduciary Financial Advisor in Toledo, OH

In addition to the investment approach you take, the financial advisor you select to help you plan and save for retirement is one of the most important decisions you need to make.

When looking for an advisor, it’s important to find one whose strategies are aligned with your needs and goals. Another good idea is to find an advisor who is a fiduciary – meaning one who is held to the highest regulatory standard and bound by law to always act in your best interest.

At Wright Financial Group, LLC, we are fiduciaries who specialize in financial strategies geared toward retirement income.

Spencer Georgetti

Spencer Georgetti brings both financial expertise and deep community roots to his role as Client Service Advisor. He earned his Master of Science in Accounting from Adrian College and has dedicated his career to helping individuals and families navigate their retirement income planning with confidence.

Spencer understands that major life transitions require thoughtful guidance and personalized attention. He’s committed to providing clients with the insight and capability they need to make informed decisions about their financial futures.

Outside of the office, Spencer enjoys golfing, playing tennis, and spending quality time with his wife, Amber, and their two daughters.