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David A. Urovsky

Senior Wealth Manager

About

Dave has opened a new Spire Investment Partners, LLC office in Frederick, MD. Prior to joining Spire, Dave was President of Wealth Advisors Group at Lincoln Financial Advisors and Raymond James Financial Services. He has been advising clients in all aspects of financial planning and wealth management for over 25 years.

Dave’s holistic approach to financial planning provides direction and meaning to your life. It allows you to understand how a financial decision you make can affect other areas of your plan. By viewing each financial decision as part of a whole, you can consider its short-term and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.

Services

We provide comprehensive financial planning, investment advisory services, retirement plan design, and estate planning through our relationship with Spire Investment Partners.

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.

INVESTMENT PHILOSOPHY/SPECIALITY/NICHE

We provide:

Financial planning
Investment management
Retirement plan analysis and design
Risk management / Insurance
College funding
Estate planning
Sustainable and responsible investing

Team

Summer Parsons
Executive Assistant

Contact

50 Carroll Creek Way, Suite 270
Frederick, MD 21701

(301) 695-7366 (Office)

(301) 943-2516 (Mobile)

(301) 259-5267 (Fax)

david.urovsky@spireip.com



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