Different by Intention

At Spring Street Financial, we believe in taking a fresher, more personal approach to financial guidance. We didn’t amass our capabilities and credentials for our sake, but for yours. We not only focus on managing your investments, but everything that money touches. It all adds up to the difference we can make in your life.

Physicians

Physicians

04/01/2021
Focusing on the present with an eye on the future
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Financial Independence

Financial Independence

03/31/2021
Helping a modern family accomplish their multigenerational goals
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Inheritance

Inheritance

03/30/2021
Losing a parent, finding financial confidence
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Real Estate Investors

Real Estate Investors

03/29/2021
Helping real estate investors get their financial house in order
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Retirees

Retirees

03/28/2021
Nurturing wealth so you can live a longer, better life.
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Women Investors

Women Investors

03/27/2021
Understanding the challenges women face and how to help.
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Guidance for each stage of life

Addressing your different needs along life's journey

Not your ordinary events

Creative ways we engage our clients

Diversely capable

Credentialed across multiple disciplines

A shared passion

A tight-knit team totally dedicated to serving you

Highly coordinated

Holistic collaboration with your CPA and attorney

The resilience of ginkgo biloba

Our logo reflects our philosophy

Your goals become ours

Marta L. Shen headshot

Marta L.

Shen, J.D., CFP®, CPA Financial Planner, RJFS
Stephen Urbrock headshot

Stephen

Urbrock, MBA, AAMS®, CFP® CERTIFIED FINANCIAL PLANNER™, RJFS
We empower our clients to realize their best self and live a life fulfilled through a trusted advisory relationship.
Our Mission Statement
Always here for you

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Spring Street Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.