Dave Spence, CPA, CFP, CLU, PFS
-RRA Certified Advisor-
Palladium Wealth Management
West Springfield, Virginia
We treat everyone like family and bring every talent and capability to the table. We serve multiple generations for many of our clients.
Dave Spence, founder and Managing Member of Palladium Wealth Management, LLC, a Registered Investment Advisory firm, is a CPA, a Certified Financial Planner®, a Chartered Life Underwriter and a Personal Financial Specialist. Dave specializes in estate planning, tax planning, business succession planning and personal financial planning for affluent individuals and small business owners.
A graduate of Miami University (Ohio), Dave served 6 years in public accounting, 18 years with AXA Advisors, LLC and nearly 15 years with former broker dealer LPL Financial. A featured speaker at numerous educational conferences, he also served as President of the Northern Chapter of the Virginia Society of CPAs from 2002-2003. He has been named several times by Virginia Business Magazine as a “Super CPA” (Personal Financial Planning Division) based on nominations and votes of other CPAs throughout Virginia.
David George Spence holds Life Insurance licenses in the following states: VA (domicile and principal place of business), FL, MD, CA, CO, NC, OH, PA, & SC.
In 2010, David Spence was accepted into the nation’s most exclusive group of financial advisors – Ed Slott’s Master Elite IRA Advisor Group® Ed Slott’s Elite IRA Advisor Group™ is a group of financial advisors dedicated to solving the country’s biggest and most complex financial problem – effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).