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About Dave

Experience, Diversity and Attention to Detail . . .

With over four decades of tax and financial planning experience and multiple professional credentials, Founder and Managing Member Dave Spence is dedicated to helping his clients meet and exceed their financial goals. His 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 are tailored to the client’s needs before investments are even considered.

David Spence, CPA, CLU, PFS

Managing Member

(703) 754-2686

(703) 753-2267

david.spence@palladiumwm.com

Dave Spence, founder and Managing Member of Palladium Wealth Management, LLC, is a CPA and a Personal Financial Specialist. Dave specializes in estate planning, business succession...

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