Stephen M. Spurrier, AIF®
Founder, Old Orchard Wealth Solutions
LPL Registered Principal, LPL Financial
"At the heart of what I do is a deep commitment to people - getting to know them, understanding their story, and offering strategies that align with their goals."
Stephen M. Spurrier founded Old Orchard Wealth Solutions in 2020 after a successful 15-year partnership building a financial services firm in Towson, MD. Located in Hunt Valley, Old Orchard was created with one mission in mind: to bring a relationship-first approach to financial services - one that feels more like family than a firm.
Stephen specializes in delivering customized financial strategies for individuals, families, and businesses, tailored to each client's unique needs and circumstances. His work focuses on providing ongoing guidance, insight, and support across a wide spectrum of financial goals.
Professional Background
- Began career in 1986 as an insurance advisor with National Life of Vermont
- Registered Representative, Maryland Agency Financial Group (1988 - 1992)
- Registered Representative & Pension Sales Leader, First Financial Group (1991 - 2003)
- Co-Founder and Partner, Synergy Financial Group (2004 - 2019)
- Founder, Old Orchard Wealth Solutions (2020 - present)
Stephen earned his Bachelor's degree in Business Administration and Marketing from Towson State University in 1985. He is also a 1980 graduate of Calvert Hall College High School in Towson.
In 2012, he earned the Accredited Investment Fiduciary® (AIF®) designation by completing specialized training on investment fiduciary best practices and successfully passing a rigorous examination.
Note: While Stephen holds the AIF® designation, services provided under the capacity of a Registered Representative through LPL Financial and do not include fee-based fiduciary investment management or RIA services.
Community Involvement
Stephen’s commitment to service extends well beyond the office. He has played an active role at St. Pius X Church in Towson as a coach, youth minister, lector, and committee chair. The Archdiocese of Baltimore honored him with the For God and Youth Award in 2005 for his service.
In 2007, his volunteer work as a board and committee member was acknowledged by the Invest in Others Charitable Foundation and Investment News for its positive impact on the community.
Stephen supports mental health advocacy through NAMI (National Alliance on Mental Illness) and is involved with Mammojam, a nonprofit organization that promotes breast cancer awareness. Mammojam has featured the band Roses & Rust at its events—a local group in which Stephen has performed as a percussionist.
Personal Life
Stephen lives in the Baltimore area with his wife Laurie and their three children—Michael, Claire, and Grace.
