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
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
View all calculators
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.