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
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
View all articles 
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
View all calculators
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.