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50 Carroll Creek Way
Suite 270
Frederick, MD 21701

Spire Investment Partners

(301) 695-7366

 
Timing Your Retirement What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional

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

Lifetime of Earnings

Lifetime of Earnings

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

 

The Big Little Things: 5 Easy Ways to Protect Your Money

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How to Spend Smart to Improve Cash Flow

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Go Back to School with As Little Debt As Possible

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IRA Withdrawals that Escape the 10% Tax Penalty

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The importance of life insurance, how it works, and how much coverage you need.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

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There are some smart strategies that may help you pursue your investment objectives

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Agent Jane Bond is on the case, cracking the code on bonds.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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Here is a quick history of the Federal Reserve and an overview of what it does.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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