Broker Check

129 E Patrick Street
Suite 12
Frederick, MD 21701

Spire Investment Partners

(301) 695-7366

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

How Can I Save a Million Dollars?

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Long-Term-Care Needs

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

 

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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