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Our Team

Experience, Diversity and Attention to Detail . . .

Dave Spence, after nearly four decades of tax and financial planning experience and multiple professional credentials, offers much to assist his clients with their financial goals. The approach begins with a focus on financial planning, identifying client goals, objectives, attitudes, tolerances and concerns, then exploring tax and financial concepts and strategies that may be appropriate for them as unique individuals . . . all before investments are even considered.


David Spence, CPA, CLU, CFP® Practitioner  

LPL Branch Manager

703-754-2686

[email protected]

Dave Spence, co-founder and Managing Member of Palladium Wealth Management, LLC, is a CPA, a Certified Financial Planner® Practitioner and a Chartered Life Underwriter. Dave specializes in estate planning, business succession...

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