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
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Preserve your high net worth with these foundational tips.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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A timeline covering a few of the major provisions of the SECURE Act 2.0.
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Track your monthly income and expenses to get a clearer view of your cash flow.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
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Estimate potential long-term care costs and what coverage may help address them.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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The average retirement lasts for 18 years. What will you do with your days?
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Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Saving for College 101
Here's a crash course on saving for college.