Broker Check

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, CFP, CLU, PFS

Managing Member

(703) 754-2686

(703) 753-2267

Dave Spence, founder and Managing Member of Palladium Wealth Management, LLC, is a CPA, a CFP®, a CLU and a PFS. Dave specializes in estate planning, tax planning, business succession planning and personal financial planning.

Read more