Welcome to Spire Investment Partners, LLC
Dave has opened a new Spire Investment Partners, LLC office in Frederick, MD. We provide comprehensive financial planning, investment advisory services, retirement plan design, and estate planning through our relationship with Spire.
We offer attentive service and creative solutions suited to each client’s individual financial situation. Clients tell us that they appreciate our ability to explain the complexities of the financial world in ways that are meaningful, yet easy to understand. Our mission is to provide integrated, comprehensive advice to help clients prioritize, plan, and manage their complete financial lives.
Managing wealth today, let alone planning for what tomorrow may bring, doesn’t happen automatically-or easily. Our clients lead busy, demanding lives with little time for choosing and monitoring investments. We assist them in the creation of a plan to help secure their financial future, freeing them to follow their dreams.
We seek a long-term partnership with you and your family. We hope you will schedule an appointment today to enjoy the confidence of knowing an experienced professional adviser is helping you make important financial choices for both today and tomorrow.
Services:
- Investment advisory services
- Financial planning
- College funding
- Estate planning
- Sustainable and responsible investing
- Retirement planning
- Wealth management
We welcome both individual and corporate clients.
Helpful Content
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.