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Independent Advisor affiliated with
 
 

    A Powerful Combination

  • Certified Public Accountant 1981
  • Certified Financial Planner 1988
  • Master of Science Personal Financial Planning 2010

William N. Price CPA, CFP®, MS is a financial service professional with over thirty years of experience in the fields of financial planning and taxation. In our office, he describes himself as the “Chief Financial Officer” for a number of families and small businesses in the greater Washington Metropolitan Area and in many states including but not limited to Florida, Colorado, and North Carolina.

It is our belief that your financial health depends on knowing where you are now and using that knowledge to chart a course of action for the future. We will discuss goals; compile information on assets – financial, insurance, personal, and inheritance; and evaluate this information to develop a plan to include financial, retirement, estate and insurance strategies. This process will be reviewed periodically to make adjustments as life changes.

Our office provides investment management through partners such as Fidelity, Morningstar, Loring Ward, and Oppenheimer. We work with attorneys on clients’ wills, medical directives, trust instruments, and Powers of Attorney. Because William maintains his insurance license, he is able to knowledgeably review and discuss various insurance instruments including long-term care, variable and fixed annuities. For over thirty years, we have provided tax preparation for our clients, their children, and sometimes parents of our clients. We prepare Individual, Corporate, Partnership, Trust and Estate tax returns. We work hard to listen to our clients and to provide them professional, value added service.

 

Email: william@williamprice.com
21800 Beallsville Rd., Barnesville, MD 20838-0068; Phone: (301) 428-8191   Fax: (866) 896-2325


Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company,
Spire Securities, LLC, a Registered Broker /Dealer and member FINRA / SIPC (
www.FINRA.org / www.SIPC.org)
 © Copyright 2016 William Price. All rights reserved.