Advisor at Spring City Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spring City Partners, LLC
Location
Philadelphia, PA
Credentials
Series 63, Series 65
Industry experience
9 years
William March is a financial advisor at Spring City Partners, LLC in Philadelphia, PA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and worked at Janney Montgomery Scott LLC from 2015 to 2018 before joining Spring City Partners. Spring City Partners provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement-plan sponsors. The firm employs a value-oriented, long-term, absolute-return approach, constructing concentrated, high-conviction portfolios using fundamental analysis and proprietary alternative data, and offers specialized retirement-plan advisory services as an ERISA §3(21) fiduciary.
Based on Spring City Partners, LLC
Financial planning fixed fee ranges from $1,000 to $5,000
Philadelphia, PA
Pennsylvania
Spring City Partners, LLC
2018 - Present (8 years)
Spring City Partners, LLC
2018 - Present (8 years)
Janney Montgomery Scott LLC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
Series 66
Bensalem, PA
Conroy Capital LLC
CFP®, Series 65
Philadelphia, PA
Pocket Project
Series 65
Wayne, PA
Acadia Investment Advisors LLC
CFP®
Bryn Mawr, PA
Earndex, LLC
I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
Series 65
Philadelphia, PA
Global Portfolios, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")